Bandhan US specific Equity Active FOF - Direct Plan - Growth
Mutual Fund · Other Scheme - FoF Overseas · As of 18 Oct 2026, 6:50 pm
Solid risk-adjusted track record over the available NAV history. Returns have been compensating reasonably for the volatility taken. Still confirm current expense ratio, exit load, and portfolio concentration directly from the AMC factsheet before committing.
DalalBaazaar Score
80/ 100
Strong
Weighted across five categories. Every point is explained below.
✗ Worst peak-to-trough fall was 27.1%. That is the loss you would have had to hold through without selling.
✓ Captured only 2% of the index's down months
• Capture profile: 71% of index gains, 2% of index falls
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹20.58
As of
16 Oct 2026
Fund History Available
5.1 yrs
1Y Return (CAGR)
8.8%
Moderate
3Y Return (CAGR)
25.3%
5Y Return (CAGR)
15.2%
Annualized Volatility
20.2%
Moderate
Sharpe Ratio (est.)
1.01
Good risk-adj. return
Max Drawdown
-27.1%
Severe historical drop
Category
Other Scheme - FoF Overseas
Fund House
Bandhan Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹11,21,725
Estimated Gain
₹5,21,725
Risk Flags
This fund has seen a peak-to-trough drawdown of -27.1% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
