Bandhan Mutual Fund Equity Flexi Cap Fund
Expense Ratio
1.14%
AUM
₹16.70 Cr
Plan Type
Direct
Market Cap
Flexi
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-40.19%
Poor
6 Months
+0.85%
Poor
1 Year
+1.43%
Poor
3 Years
+8.38%
Below Average
5 Years
+7.97%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹16.70 Cr
Recent Trend
Growing
Stability Score
3.7
Growth Assessment
Declining

Growth Performance

Historical returns

1Y
Annual Growth
-6.81%
3Y
3Y CAGR
+5.05%
5Y
5Y CAGR
+9.28%

Growth Assessment: Declining

• Temporary outflows - monitor performance

• Monitor flow patterns for liquidity risk

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.50%
Annualized standard deviation
Sharpe Ratio
0.406
Poor - Risk-adjusted return
Max Drawdown
-22.70%
High - Worst decline
Consistency
58.1%
Performance consistency

Volatility Breakdown

Daily Volatility
0.91%
Average daily price movement
Annualized Volatility
14.50%
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