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

We don't give personal investment advice. Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic 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: 1.1%. 5-year CAGR: 5.93%.

Bandhan

Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW

Latest NAV

₹16.2432

As of

17 Jul 2026

2,604 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%	-4.18%	+4.23	30 / 100	Q2
1W	+0.00%	-4.68%	+4.69	22 / 100	Q1
2W	-0.03%	-5.34%	+5.31	33 / 100	Q2
1M	+0.67%	-5.74%	+6.42	41 / 100	Q2
3M	+1.69%	-4.97%	+6.65	38 / 100	Q2
6M	+3.38%	-5.75%	+9.13	12 / 92	Q1
YTD	+3.36%	-3.32%	+6.67	19 / 90	Q1
1Y	+5.63%	+13.10%	-7.47	32 / 81	Q2
2Y	+7.08%	+13.98%	-6.90	25 / 51	Q2
3Y	+7.01%	+13.59%	-6.58	30 / 41	Q3
4Y	+6.86%	+12.50%	-5.64	25 / 36	Q3
5Y	+5.93%	+8.19%	-2.26	17 / 27	Q3
7Y	+1.42%	+9.74%	-8.32	17 / 18	Q4
10Y	—	—	—	—	—
Inception	+3.91%	+8.51%	-4.60	71 / 100	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	+3.36%	+1.17%	+2.19	19 / 85
2025	+7.11%	+34.91%	-27.80	35 / 55
2024	+7.74%	+12.37%	-4.63	31 / 42
2023	+6.77%	+13.03%	-6.27	29 / 41
2022	+3.20%	+2.29%	+0.91	14 / 29
2021	-6.95%	+7.04%	-13.99	28 / 28
2020	-13.35%	+12.72%	-26.08	19 / 19
2019	+10.34%	+9.51%	+0.83	6 / 18
2018	+6.21%	+1.67%	+4.54	5 / 18
2017	+5.79%	+7.26%	-1.47	8 / 17
2016	+9.63%	+6.52%	+3.11	7 / 17

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

+3.35%

115 windows

min -15.4% · max 11.5%

79% positive

3-Year rolling

+2.40%

96 windows

min -6.3% · max 7.8%

70% positive

5-Year rolling

+1.42%

73 windows

min -1.0% · max 8.3%

45% positive

7-Year rolling

+1.73%

48 windows

min 1.2% · max 2.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

1.00%

3-year · annualised

Sharpe ratio

0.32

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.30%

May 2026 → May 2026

% positive months

97.2%

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 - Regular Plan	HDFC	₹10.1300	17 Jul 2026
Nippon India Income Plus Arbitrage Active Fund of Fund - Regular Plan- IDCW Payout	Nippon India	₹10.6193	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF - Regular Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹10.2353	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹39.0725	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - IDCW	Bandhan	₹26.8946	17 Jul 2026
Quantum Diversified Equity All Cap Active FOF - Regular Plan IDCW	Quantum	₹84.6000	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW	Aditya Birla Sun Life	₹39.2303	17 Jul 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan)	Motilal Oswal	₹28.3085	17 Jul 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Regular Plan - IDCW	Mirae Asset	₹11.6440	17 Jul 2026
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-IDCW	Kotak	₹13.0853	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹16.2432
16 Jul 2026	₹16.2360
15 Jul 2026	₹16.2282
14 Jul 2026	₹16.2272
13 Jul 2026	₹16.2438
10 Jul 2026	₹16.2429
9 Jul 2026	₹16.2306
8 Jul 2026	₹16.2296
7 Jul 2026	₹16.2543
6 Jul 2026	₹16.2551

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 - Regular Plan - Periodic IDCW is ₹16.2432. It's a Fund of Funds - Domestic from Bandhan, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW has NAV history starting from 20 Feb 2015, a track record of about 11 years 4 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 - Regular Plan - Periodic 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 - Regular Plan - Periodic IDCW has delivered a absolute return of 5.63% — -7.47 pp behind the Fund of Funds - Domestic category average of 13.10%. The fund ranks #32 of 81 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW has delivered a CAGR of 7.01% — -6.58 pp behind the Fund of Funds - Domestic category average of 13.59%. The fund ranks #30 of 41 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW has delivered a CAGR of 5.93% — -2.26 pp behind the Fund of Funds - Domestic category average of 8.19%. The fund ranks #17 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW exactly 5 years ago would be worth approximately ₹133,388 today — a multiplier of 1.33×, based on the 5-year CAGR of 5.93%. The category average over the same window would have grown ₹1 lakh to ₹148,244.

A ₹10,000 monthly SIP in Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹710,397 today. That's an XIRR (money-weighted annualised return) of 6.69%.

A ₹10,000 monthly SIP for 10 years in Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW = ₹1,160,000 invested. It would currently be worth ₹1,390,957 (multiplier 1.20×). XIRR: 3.69%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW ranks #17 out of 27 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 8.19%; this fund delivered 5.93%.

The worst peak-to-trough decline Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW has experienced over the last 5-year window is 1.13% — its NAV fell from a high on 07 Apr 2022 to a low on 09 May 2022. 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 - Regular Plan - Periodic IDCW averaged 1.42% (best 8.27%, worst -1.03%). 45% of rolling windows ended positive. The 5-year Sharpe ratio is -0.63 — negative risk-adjusted performance.

In calendar year 2025, Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic IDCW returned 7.11% — lagging the Fund of Funds - Domestic category average of 34.91% by 27.80 pp. It ranked #35 of 55 in its category that year.

Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Periodic 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 - Regular Plan - Periodic 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: 1.1%. 5-year CAGR: 5.93%.

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