Should I invest in Bandhan Income Plus Arbitrage Active FOF - Half Yearly IDCW?

We don't give personal investment advice. Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 8.1%. 5-year CAGR: 3.70%.

Bandhan

Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW

Latest NAV

₹16.2543

As of

17 Jul 2026

1,567 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.04%	-0.15%	+0.20	49 / 125	Q2
1W	+0.01%	-4.47%	+4.47	33 / 130	Q2
2W	-0.02%	-5.11%	+5.09	52 / 130	Q2
1M	+0.70%	-5.39%	+6.09	55 / 130	Q2
3M	+1.75%	-4.67%	+6.42	49 / 130	Q2
6M	+2.92%	-5.19%	+8.11	41 / 122	Q2
YTD	+2.91%	-2.99%	+5.90	49 / 120	Q2
1Y	+1.72%	+12.27%	-10.55	77 / 111	Q3
2Y	+0.93%	+6.29%	-5.37	56 / 84	Q3
3Y	+3.03%	+6.43%	-3.40	60 / 73	Q4
4Y	+3.96%	+5.33%	-1.37	54 / 68	Q4
5Y	+3.70%	-0.23%	+3.93	40 / 55	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+4.63%	+8.45%	-3.82	92 / 130	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.91%	+1.22%	+1.69	49 / 114
2025	-4.65%	+30.86%	-35.50	80 / 83
2024	+8.25%	+13.06%	-4.81	51 / 69
2023	+7.20%	+14.87%	-7.67	45 / 68
2022	+3.58%	-5.59%	+9.16	23 / 59
2021	+3.65%	+10.93%	-7.29	35 / 51
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+4.19%

67 windows

min -5.2% · max 9.6%

88% positive

3-Year rolling

+4.87%

43 windows

min 2.7% · max 6.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+4.29%

18 windows

min 3.5% · max 7.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

4.53%

3-year · annualised

Sharpe ratio

-0.75

vs risk-free 6.5%

Sortino ratio

-0.82

Downside-only deviation

Max drawdown

-8.07%

Mar 2025 → Mar 2025

% positive months

91.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Diversified Equity All Cap Active FOF - IDCW - Direct Plan	HDFC	₹10.2128	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF- DIRECT Plan - IDCW Option	Nippon India	₹21.4179	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF- Direct Plan- Income Cum Distribution Capital Withdrawal Option	SBI	₹10.3233	17 Jul 2026
ICICI Prudential BSE 500 ETF FOF - Direct Plan - IDCW	ICICI Prudential	₹15.9520	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹40.6301	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - IDCW	Bandhan	₹36.8685	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct - IDCW	Aditya Birla Sun Life	₹42.7073	17 Jul 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Direct Plan)	Motilal Oswal	₹28.6857	17 Jul 2026
Franklin India Dynamic Asset Allocation Active Fund of funds - Direct - IDCW	Franklin India	₹49.0060	17 Jul 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - IDCW	Mirae Asset	₹11.7230	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹16.2543
16 Jul 2026	₹16.2470
15 Jul 2026	₹16.2391
14 Jul 2026	₹16.2380
13 Jul 2026	₹16.2545
10 Jul 2026	₹16.2533
9 Jul 2026	₹16.2409
8 Jul 2026	₹16.2397
7 Jul 2026	₹16.2643
6 Jul 2026	₹16.2650

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW is ₹16.2543. It's a Fund of Funds - Domestic from Bandhan, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW has NAV history starting from 06 Feb 2020, a track record of about 6 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW is managed by Bandhan. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW has delivered a absolute return of 1.72% — -10.55 pp behind the Fund of Funds - Domestic category average of 12.27%. The fund ranks #77 of 111 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW has delivered a CAGR of 3.03% — -3.4 pp behind the Fund of Funds - Domestic category average of 6.43%. The fund ranks #60 of 73 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW has delivered a CAGR of 3.70% — +3.93 pp ahead of the Fund of Funds - Domestic category average of -0.23%. The fund ranks #40 of 55 in its category — the third (Q3) quartile.

₹1 lakh invested in Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW exactly 5 years ago would be worth approximately ₹119,921 today — a multiplier of 1.20×, based on the 5-year CAGR of 3.70%. The category average over the same window would have grown ₹1 lakh to ₹98,843.

A ₹10,000 monthly SIP in Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹648,448 today. That's an XIRR (money-weighted annualised return) of 3.06%.

Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹648,448 — XIRR 3.06%.

On a 5-year basis, Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW ranks #40 out of 55 funds in the Fund of Funds - Domestic category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is -0.23%; this fund delivered 3.70%.

The worst peak-to-trough decline Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW has experienced over the last 5-year window is 8.07% — its NAV fell from a high on 24 Mar 2025 to a low on 25 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW averaged 4.29% (best 7.29%, worst 3.48%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.78 — negative risk-adjusted performance.

In calendar year 2025, Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW returned -4.65% — lagging the Fund of Funds - Domestic category average of 30.86% by 35.50 pp. It ranked #80 of 83 in its category that year.

Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 8.1%. 5-year CAGR: 3.70%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.