Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_152324

Bandhan Multi Asset Allocation Fund - Direct Plan - Growth

Hybrid Scheme - Multi Asset Allocation

Back to Home
End Amount
₹14,067.78
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.24%
MF_152324 Return
Benchmark CAGR
3.49%
Nifty 50
Inflation Adj. CAGR
9.10%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
0.58
Volatility vs Benchmark
Sharpe Ratio
0.88
Risk-Adjusted Return
Sortino Ratio
1.31
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 65% 23% 20%
60 days 75% 18% 13%
90 days 80% 15% 9%
180 days 95% 12% 1%
1Yr 99% 12% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Bandhan Multi Asset Allocation Fund - Direct Plan - Growth Nifty 50
30 days -26.7% | -39.6% | 20.7% | 95.1% 26.6% | -59.3% | 8.2% | 107.2%
60 days -30.8% | -28.7% | 18.2% | 62.9% -23.0% | -42.4% | 4.8% | 80.9%
90 days -19.9% | -18.7% | 18.3% | 51.1% -25.0% | -34.5% | 5.2% | 57.9%
1 Year 4.9% | 6.3% | 14.4% | 26.6% -10.0% | -10.0% | 3.2% | 13.6%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 26, 2024 May 16, 2025 232 days 9% Nifty 50: 15% 12148 11043 12167
Jan. 29, 2026 July 3, 2026 155 days 10% Nifty 50: 12% 14691 13218 14723
Aug. 25, 2026 Oct. 30, 2026 66 days 7% Nifty 50: 9% 15063 14037 14068