Bandhan Mutual Fund Equity ELSS
Expense Ratio
0.65%
AUM
₹32.52 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-44.95%
Poor
6 Months
+2.74%
Poor
1 Year
+0.23%
Poor
3 Years
+7.95%
Poor
5 Years
+11.67%
Below Average

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹32.52 Cr
Recent Trend
Growing
Stability Score
5.7
Growth Assessment
Significant Decline

Growth Performance

Historical returns

1Y
Annual Growth
-10.75%
3Y
3Y CAGR
+27.08%
5Y
5Y CAGR
+68.83%

Growth Assessment: Significant Decline

• Significant outflows require attention

• Moderate flow stability

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
15.30%
Annualized standard deviation
Sharpe Ratio
0.677
Fair - Risk-adjusted return
Max Drawdown
-23.20%
High - Worst decline
Consistency
60.5%
Performance consistency

Volatility Breakdown

Daily Volatility
0.96%
Average daily price movement
Annualized Volatility
15.30%
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