BANDHAN Equity Savings Fund-Direct Plan-Growth
Bandhan Mutual Fund Hybrid Equity Savings
Expense Ratio
0.19%
AUM
₹86.52 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-3.40%
Poor
6 Months
+4.89%
Below Average
1 Year
+6.39%
Below Average
3 Years
+8.62%
Below Average
5 Years
+7.92%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹86.52 Cr
Recent Trend
Growing
Stability Score
72.0
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+381.19%
3Y
3Y CAGR
+904.03%
5Y
5Y CAGR
+1362.98%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
3.00%
Annualized standard deviation
Sharpe Ratio
1.016
Good - Risk-adjusted return
Max Drawdown
-3.30%
Low - Worst decline
Consistency
81.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.19%
Average daily price movement
Annualized Volatility
3.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance