Bandhan Small Cap Fund Direct Growth

Scheme code: INF194KB1AL4 NAV value: ₹ 46.3420 NAV date: 19 March, 2026 TER: 0.51%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-9.90114.9327.9337.2715.02
3 year22.6538.6231.6931.6022.45
5 year22.2340.8032.9732.9221.3

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -14.3933.031.9137.27
3 year 1038.9824.0231.6
5 year -3.5438.7714.0232.92
7 year 5.318.2710.77
10 year 11.1312.4311.78
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -95.03-20.79-39.0837.27
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -16.5925.94-0.2537.27
3 year 9.9544.3226.631.6
5 year 3.4340.2118.5532.92
7 year -9.5520.1813.86
10 year -0.1514.993.68
12 year 0.638.475.14
15 year 9.5411.1510.27

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,68,386 - Absolute Returns: ₹1,68,386 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹54,81,381 - Absolute Returns: ₹18,81,381 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,19,01,291 - Absolute Returns: ₹59,01,291 - CAGR: %

Drawdown Metrics

Max Drawdown

-24.34 %

Drawdown Duration

8 months

Recovery Time

12 months

Avg Drawdown

-5.45 %

Calmar Ratio by Duration

1 Y

1.5315

3 Y

1.2985

5 Y

1.3527

Benchmark Comparison

vs NIFTY SMALLCAP 250

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 5.23 0.91 91.0 85.7 10.08 % 4.69 %
3 years 11.58 0.89 93.9 84.0 29.18 % 18.95 %
5 years 7.85 0.87 90.4 83.3 22.23 % 15.58 %
7 years 9.80 0.80 88.2 79.0 24.42 % 16.70 %
10 years 6.11 0.80 88.2 79.0 16.53 % 11.42 %
12 years 4.76 0.80 88.2 79.0 13.59 % 9.43 %
15 years 3.47 0.80 88.2 79.0 10.74 % 7.47 %