BANDHAN FINANCIAL SERVICES FUND - Direct Plan - Growth
code 151816 Sectoral Fund direct plan · growth NAVs 2023-07-31 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-07-31, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 6.34% | -6.27% | -6.23% | -0.04% | 2026-10-09 → 2026-11-09 |
| 3M | 1.72% | -4.15% | -7.05% | 2.89% | 2026-08-07 → 2026-11-09 |
| 6M | 5.09% | 7.95% | 1.93% | 6.02% | 2026-05-08 → 2026-11-09 |
| 1Y | 2.15% | 0.27% | -4.25% | 4.52% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.46% | 13.55% | 8.59% | 4.96% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 15.46% | 13.48% | 7.29% | 6.19% | 2023-07-31 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2024 | 2025 |
|---|---|---|
| fund | 20.58% | 13.50% |
| benchmark | 10.52% | 18.60% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 533 | 14.98% | 13.03% | -5.88% | 47.53% | 95% | 49% |
| 3 years | 42 | 16.22% | 16.59% | 13.55% | 17.84% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 12.63% |
| volatility | 16.85% |
| max drawdown | -17.31% |
| downside deviation | 11.35% |
| Sharpe ratio | 0.44 |
| Sortino ratio | 0.66 |
| Calmar ratio | 0.73 |
| alpha (annualised) | - |
| beta | - |
| R² | - |
| tracking error | - |
| information ratio | - |
| up / down capture | - |
| Treynor ratio | - |
36 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.