Should I invest in Benchmark Equity & Derivatives Opportunities Fund?

We don't give personal investment advice. Benchmark Equity & Derivatives Opportunities Fund - Dividend 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.

Benchmark

Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan

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	+0.15%	+0.06%	+0.09	112 / 299	Q2
1W	+0.20%	-3.61%	+3.81	126 / 303	Q2
2W	+0.29%	-4.52%	+4.81	124 / 303	Q2
1M	+0.71%	-5.64%	+6.34	116 / 302	Q2
3M	+1.61%	-4.27%	+5.88	132 / 302	Q2
6M	-2.03%	+1.48%	-3.51	190 / 307	Q3
YTD	-0.84%	-0.18%	-0.66	154 / 309	Q2
1Y	+1.99%	+7.10%	-5.11	179 / 307	Q3
2Y	+1.80%	+2.20%	-0.40	167 / 303	Q3
3Y	+1.59%	+0.76%	+0.84	163 / 264	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+2.77%	+0.51%	+2.26	196 / 310	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
2011 YTD	-0.84%	-23.68%	+22.84	10 / 241
2010	+3.97%	+11.69%	-7.71	198 / 256
2009	+1.71%	+65.86%	-64.15	234 / 238
2008	+4.97%	-52.86%	+57.83	3 / 198
2007	—	—	—	—

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

+2.43%

35 windows

min 0.4% · max 5.0%

100% positive

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

3-Year rolling

+2.29%

10 windows

min 1.4% · max 3.6%

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

3.65%

3-year · annualised

Sharpe ratio

-1.33

vs risk-free 6.5%

Sortino ratio

-1.48

Downside-only deviation

Max drawdown

-5.47%

Feb 2011 → Mar 2011

% positive months

83.3%

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.

Recent NAVs

Date	NAV
18 Aug 2011	₹11.1521
17 Aug 2011	₹11.1353
16 Aug 2011	₹11.1471
12 Aug 2011	₹11.1306
11 Aug 2011	₹11.1300
10 Aug 2011	₹11.1264
9 Aug 2011	₹11.1133
8 Aug 2011	₹11.1201
5 Aug 2011	₹11.1196
4 Aug 2011	₹11.1202

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.

Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan is a Growth from Benchmark (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan has NAV history starting from 31 Oct 2007, a track record of about 18 years 7 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan is managed by Benchmark. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan has delivered a absolute return of 1.99% — -5.11 pp behind the Growth category average of 7.10%. The fund ranks #179 of 307 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan has delivered a CAGR of 1.59% — +0.84 pp ahead of the Growth category average of 0.76%. The fund ranks #163 of 264 in its category — the third (Q3) quartile.

Benchmark Equity & Derivatives Opportunities Fund - Dividend 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 Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan exactly 3 years ago would be worth approximately ₹104,859 today — a multiplier of 1.05×, based on the 3-year CAGR of 1.59%. The category average over the same window would have grown ₹1 lakh to ₹102,292.

A ₹10,000 monthly SIP in Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan over the last 3 years — total invested ₹360,000 — would be worth ₹371,280 today. That's an XIRR (money-weighted annualised return) of 2.01%.

Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹371,280 — XIRR 2.01%.

On a 3-year basis, Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan ranks #163 out of 264 funds in the Growth category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 0.76%; this fund delivered 1.59%.

The worst peak-to-trough decline Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan has experienced over the last 3-year window is 5.47% — its NAV fell from a high on 22 Feb 2011 to a low on 03 Mar 2011. 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, Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan averaged 2.29% (best 3.55%, worst 1.41%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -1.33 — negative risk-adjusted performance.

In calendar year 2010, Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan returned 3.97% — lagging the Growth category average of 11.69% by 7.71 pp. It ranked #198 of 256 in its category that year.

Benchmark Equity & Derivatives Opportunities Fund - Dividend 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. Benchmark Equity & Derivatives Opportunities Fund - Dividend 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.