Should I invest in BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND?

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

Latest NAV

₹15.0557

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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%	-0.01%	-1.12	240 / 246	Q4
1W	-1.28%	-0.36%	-0.93	229 / 246	Q4
2W	-0.95%	-0.04%	-0.91	231 / 246	Q4
1M	-3.12%	+0.57%	-3.69	233 / 246	Q4
3M	-2.04%	+1.95%	-3.98	227 / 246	Q4
6M	-3.02%	+0.95%	-3.97	195 / 239	Q4
YTD	-3.85%	+0.07%	-3.92	189 / 238	Q4
1Y	-3.00%	+1.45%	-4.45	193 / 227	Q4
2Y	-9.51%	+2.12%	-11.63	150 / 157	Q4
3Y	+11.21%	+9.02%	+2.19	32 / 116	Q2
4Y	+10.60%	+11.68%	-1.08	26 / 50	Q3
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+10.99%	+6.50%	+4.48	51 / 246	Q1

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	-3.85%	+0.11%	-3.96	188 / 236
2025	-6.25%	+4.47%	-10.73	160 / 185
2024	+19.16%	+12.46%	+6.70	31 / 122
2023	+39.30%	+19.34%	+19.95	15 / 86
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

+19.66%

36 windows

min -16.1% · max 69.2%

61% positive

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

3-Year rolling

+15.44%

11 windows

min 11.2% · max 18.8%

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

18.97%

3-year · annualised

Sharpe ratio

0.31

vs risk-free 6.5%

Sortino ratio

0.49

Downside-only deviation

Max drawdown

-31.97%

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 NIFTY100 Low Volatility 30 Index Fund - Regular Plan	HDFC	₹10.3212	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - IDCW Option	Nippon India	₹9.7505	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹10.1523	17 Jul 2026
Bandhan Nifty Alpha 50 Index Fund - Regular Plan - IDCW	Bandhan	₹13.8666	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.5539	17 Jul 2026
Motilal Oswal BSE Low Volatility Index Fund-Regular plan	Motilal Oswal	₹15.8935	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - IDCW Option	Kotak	₹10.9730	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan IDCW	Edelweiss	₹14.1055	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - IDCW	DSP	₹21.5799	17 Jul 2026
Navi Nifty Smallcap 250 Momentum quality index fund- Regular Plan	Navi	₹11.7638	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹15.0557
16 Jul 2026	₹15.2285
15 Jul 2026	₹15.2745
14 Jul 2026	₹15.2858
13 Jul 2026	₹15.2321
10 Jul 2026	₹15.2515
9 Jul 2026	₹15.0883
8 Jul 2026	₹14.9939
7 Jul 2026	₹15.0870
6 Jul 2026	₹15.3067

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 - IDCW - REGULAR PLAN is ₹15.0557. It's a Index Fund from Bandhan, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - IDCW - REGULAR 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 - IDCW - REGULAR 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 - IDCW - REGULAR PLAN has delivered a absolute return of -3.00% — -4.45 pp behind the Index Fund category average of 1.45%. The fund ranks #193 of 227 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - IDCW - REGULAR PLAN has delivered a CAGR of 11.21% — +2.19 pp ahead of the Index Fund category average of 9.02%. The fund ranks #32 of 116 in its category — the second (Q2) quartile.

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - IDCW - REGULAR 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 - IDCW - REGULAR PLAN exactly 3 years ago would be worth approximately ₹137,556 today — a multiplier of 1.38×, based on the 3-year CAGR of 11.21%. The category average over the same window would have grown ₹1 lakh to ₹129,583.

A ₹10,000 monthly SIP in BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - IDCW - REGULAR PLAN over the last 3 years — total invested ₹360,000 — would be worth ₹361,513 today. That's an XIRR (money-weighted annualised return) of 0.27%.

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - IDCW - REGULAR PLAN doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹361,513 — XIRR 0.27%.

On a 3-year basis, BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - IDCW - REGULAR PLAN ranks #32 out of 116 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 9.02%; this fund delivered 11.21%.

The worst peak-to-trough decline BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - IDCW - REGULAR PLAN has experienced over the last 3-year window is 31.97% — 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 - IDCW - REGULAR PLAN averaged 15.44% (best 18.75%, worst 11.21%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.31 — weak risk-adjusted performance.

In calendar year 2025, BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - IDCW - REGULAR PLAN returned -6.25% — lagging the Index Fund category average of 4.47% by 10.73 pp. It ranked #160 of 185 in its category that year.

BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - IDCW - REGULAR 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 - IDCW - REGULAR 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.