Should I invest in BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND?

We don't give personal investment advice. BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN 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.

Bandhan

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN

Latest NAV

₹15.4232

As of

17 Jul 2026

960 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	-1.13%	+0.21%	-1.34	342 / 353	Q4
1W	-1.27%	-0.05%	-1.23	338 / 353	Q4
2W	-0.92%	+0.24%	-1.16	333 / 353	Q4
1M	-3.07%	+0.78%	-3.85	340 / 353	Q4
3M	-1.89%	+2.20%	-4.09	325 / 350	Q4
6M	-2.72%	+1.36%	-4.08	270 / 336	Q4
YTD	-3.52%	+0.54%	-4.06	259 / 333	Q4
1Y	-2.38%	+2.69%	-5.08	272 / 318	Q4
2Y	-8.93%	+3.33%	-12.25	207 / 213	Q4
3Y	+11.92%	+10.79%	+1.13	53 / 172	Q2
4Y	+11.27%	+13.23%	-1.96	58 / 84	Q3
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.68%	+7.52%	+4.16	90 / 353	Q2

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	-3.52%	+0.51%	-4.04	257 / 331
2025	-5.65%	+6.05%	-11.69	231 / 260
2024	+19.93%	+14.12%	+5.81	49 / 180
2023	+40.11%	+21.09%	+19.02	18 / 130
2022	—	—	—	—

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

+20.41%

36 windows

min -15.6% · max 70.3%

61% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+16.17%

11 windows

min 11.9% · max 19.5%

100% positive

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

5-Year rolling

—

Insufficient history

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

18.98%

3-year · annualised

Sharpe ratio

0.35

vs risk-free 6.5%

Sortino ratio

0.55

Downside-only deviation

Max drawdown

-31.73%

Sep 2024 → Apr 2025

% positive months

61.1%

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 Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option	HDFC	₹17.5052	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option	Nippon India	₹9.8508	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Direct Plan- Growth	SBI	₹10.1908	17 Jul 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth	ICICI Prudential	₹16.4297	17 Jul 2026
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth	Bandhan	₹9.5473	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth	Aditya Birla Sun Life	₹10.6277	17 Jul 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth	Motilal Oswal	₹8.1892	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth	Kotak	₹11.0600	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth	Edelweiss	₹14.5392	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth	DSP	₹27.4672	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹15.4232
16 Jul 2026	₹15.5999
15 Jul 2026	₹15.6468
14 Jul 2026	₹15.6581
13 Jul 2026	₹15.6028
10 Jul 2026	₹15.6219
9 Jul 2026	₹15.4545
8 Jul 2026	₹15.3575
7 Jul 2026	₹15.4526
6 Jul 2026	₹15.6774

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 NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN is ₹15.4232. It's a Index Fund from Bandhan, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN has NAV history starting from 05 Sep 2022, a track record of about 3 years 10 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN is managed by Bandhan. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN has delivered a absolute return of -2.38% — -5.08 pp behind the Index Fund category average of 2.69%. The fund ranks #272 of 318 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN has delivered a CAGR of 11.92% — +1.13 pp ahead of the Index Fund category average of 10.79%. The fund ranks #53 of 172 in its category — the second (Q2) quartile.

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN exactly 3 years ago would be worth approximately ₹140,201 today — a multiplier of 1.40×, based on the 3-year CAGR of 11.92%. The category average over the same window would have grown ₹1 lakh to ₹136,005.

A ₹10,000 monthly SIP in BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN over the last 3 years — total invested ₹360,000 — would be worth ₹365,218 today. That's an XIRR (money-weighted annualised return) of 0.94%.

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹365,218 — XIRR 0.94%.

On a 3-year basis, BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN ranks #53 out of 172 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.79%; this fund delivered 11.92%.

The worst peak-to-trough decline BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN has experienced over the last 3-year window is 31.73% — its NAV fell from a high on 27 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN averaged 16.17% (best 19.50%, worst 11.92%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.35 — weak risk-adjusted performance.

In calendar year 2025, BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN returned -5.65% — lagging the Index Fund category average of 6.05% by 11.69 pp. It ranked #231 of 260 in its category that year.

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN 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 NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - DIRECT PLAN 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.

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