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: 3.50%.

Bandhan

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

Latest NAV

₹16.0000

As of

3 Jun 2026

1,536 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	0.00%	+0.31%	-0.31	87 / 125	Q3
1W	+0.15%	-4.51%	+4.66	13 / 130	Q1
2W	+0.18%	-4.01%	+4.19	44 / 130	Q2
1M	+0.23%	-2.34%	+2.57	61 / 130	Q2
3M	+0.41%	-4.98%	+5.40	46 / 127	Q2
6M	+1.62%	+2.60%	-0.98	60 / 119	Q3
YTD	+1.29%	-1.18%	+2.47	60 / 120	Q2
1Y	+0.81%	+20.16%	-19.35	76 / 107	Q3
2Y	+0.63%	+10.05%	-9.42	63 / 83	Q4
3Y	+2.70%	+8.02%	-5.33	61 / 73	Q4
4Y	+3.75%	+5.01%	-1.26	52 / 67	Q4
5Y	+3.50%	0.00%	+3.50	40 / 54	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+4.45%	+10.64%	-6.18	88 / 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	+1.29%	+3.12%	-1.83	59 / 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

+4.17%

65 windows

min -5.2% · max 8.9%

88% positive

3-Year rolling

+4.90%

41 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

+4.30%

17 windows

min 3.5% · max 6.6%

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

4.70%

3-year · annualised

Sharpe ratio

-0.79

vs risk-free 6.5%

Sortino ratio

-0.86

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	₹9.6507	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF- DIRECT Plan - IDCW Option	Nippon India	₹20.6106	3 Jun 2026
SBI Gold Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹47.1093	3 Jun 2026
ICICI Prudential BSE 500 ETF FOF - Direct Plan - IDCW	ICICI Prudential	₹15.3898	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹44.6644	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - IDCW	Bandhan	₹36.1127	3 Jun 2026
Aditya Birla Sun Life Gold Fund-DIRECT - IDCW	Aditya Birla Sun Life	₹46.6049	3 Jun 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Direct Plan)	Motilal Oswal	₹32.6025	3 Jun 2026
Franklin India Dynamic Asset Allocation Active Fund of funds - Direct - IDCW	Franklin India	₹47.4061	2 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - IDCW	Mirae Asset	₹11.3510	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.0000
2 Jun 2026	₹15.9984
1 Jun 2026	₹15.9989
31 May 2026	₹15.9801
29 May 2026	₹15.9759
27 May 2026	₹15.9791
26 May 2026	₹15.9746
25 May 2026	₹15.9722
22 May 2026	₹15.9531
21 May 2026	₹15.9511

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 03 Jun 2026, the NAV of Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW is ₹16.0000. 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 3 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 0.81% — -19.35 pp behind the Fund of Funds - Domestic category average of 20.16%. The fund ranks #76 of 107 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 2.70% — -5.33 pp behind the Fund of Funds - Domestic category average of 8.02%. The fund ranks #61 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 3.50% — +3.5 pp ahead of the Fund of Funds - Domestic category average of 0.00%. The fund ranks #40 of 54 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 ₹118,749 today — a multiplier of 1.19×, based on the 5-year CAGR of 3.50%. The category average over the same window would have grown ₹1 lakh to ₹99,997.

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 ₹641,752 today. That's an XIRR (money-weighted annualised return) of 2.65%.

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 ₹641,752 — XIRR 2.65%.

On a 5-year basis, Bandhan Income Plus Arbitrage Active FOF - Direct Plan - Half Yearly IDCW ranks #40 out of 54 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 -0.00%; this fund delivered 3.50%.

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 4.30% (best 6.56%, worst 3.50%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.80 — 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: 3.50%.

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