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MF_150404

BANDHAN MID CAP FUND - GROWTH - DIRECT PLAN

Equity Schemes - Mid Cap Fund

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End Amount
₹19,311.76
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.96%
MF_150404 Return
Benchmark CAGR
7.58%
Nifty 50
Inflation Adj. CAGR
12.25%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.72
Risk-Adjusted Return
Sortino Ratio
1.11
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 64% 44% 26%
60 days 69% 30% 19%
90 days 74% 26% 19%
180 days 71% 23% 10%
1Yr 79% 15% 4%
3Yr 100% 10% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANDHAN MID CAP FUND - GROWTH - DIRECT PLAN Nifty 50
30 days -24.9% | -68.7% | 21.7% | 217.0% 26.6% | -53.2% | 9.7% | 143.5%
60 days -38.2% | -53.4% | 21.3% | 139.3% -23.0% | -41.0% | 8.6% | 87.5%
90 days -15.9% | -45.2% | 20.3% | 110.8% -25.0% | -30.7% | 11.6% | 59.4%
1 Year 2.4% | -2.4% | 14.6% | 55.3% -10.0% | -8.0% | 9.9% | 31.1%
3 Years 17.3% | 16.7% | 21.5% | 23.4% 7.7% | 6.1% | 12.3% | 15.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 14, 2022 May 4, 2023 141 days 7% Nifty 50: 9% 10180 9467 10195
Sept. 11, 2023 Nov. 16, 2023 66 days 6% Nifty 50: 6% 12605 11788 12673
March 4, 2024 March 28, 2024 24 days 5% Nifty 50: 3% 14392 13626 14435
July 31, 2024 Aug. 20, 2024 20 days 6% Nifty 50: 4% 18088 16963 18148
Sept. 24, 2024 May 27, 2026 610 days 23% Nifty 50: 15% 19193 14834 19205
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 20902 18589 19312