Mutual Fund · Equity Schemes - Sectoral Fund · As of 18 Oct 2026, 7:45 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
56/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 0.9 years of history — too short to judge through a full cycle
Investment Checklist
2 / 3 checks passed
✗ 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
₹10.72
As of
16 Oct 2026
Fund History Available
0.9 yrs
Short history — treat all return figures with caution
1Y Return (CAGR)
8.9%
Moderate
Annualized Volatility
12.8%
Relatively stable
Sharpe Ratio (est.)
0.20
Weak risk-adj. return
Max Drawdown
-8.7%
Contained
Category
Equity Schemes - Sectoral Fund
Fund House
Bandhan Mutual Fund
Category Peer Comparison
Scheme
1Y Return
Sundaram Money Fund Direct Plan - Growth
—
Sahara Midcap Fund-Growth Option - Direct
—
SaharaTax Gain-Growth- direct
—
SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth
3.7%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,50,115
Estimated Gain
₹1,50,115
Risk Flags
Estimated Sharpe ratio (0.20) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
