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BANDHAN NIFTY100 LOW VOLATILITY 30 INDEX FUND - GROWTH - DIRECT PLAN is an index scheme managed by Bandhan Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 16.10%, with the bottom and top quartiles at 14.02% and 16.83% respectively. It has ranked in the top half of its category for 1 of the last 1 reported years. The total expense ratio is 0.37% on assets of ₹1,684Cr. The fund is currently managed by Abhishek Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 90% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
ETF-specific data. Tracking error is the standard-deviation of (ETF return − index return) over the trailing year.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 4.32% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 3.92% |
| ICICI BANK LIMITED | Financial Services | 3.86% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 3.80% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 3.70% |
| ITC LIMITED | Consumer Defensive | 3.63% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.58% |
| BHARTI AIRTEL LIMITED | Communication Services | 3.50% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 3.46% |
| CIPLA LIMITED | Healthcare | 3.45% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 3.45% |
| SBI LIFE INSURANCE COMPANY LIMITED | Financial Services | 3.42% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 3.41% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 3.40% |
| STATE BANK OF INDIA | Financial Services | 3.39% |
| ASIAN PAINTS LIMITED | Basic Materials | 3.35% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 3.26% |
| BOSCH LIMITED | Consumer Cyclical | 3.23% |
| RELIANCE INDUSTRIES LIMITED | Energy | 3.18% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 3.12% |
| SHREE CEMENT LIMITED | Basic Materials | 2.95% |
| PIDILITE INDUSTRIES LIMITED | Basic Materials | 2.94% |
| BAJAJ FINSERV LIMITED | Financial Services | 2.93% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 2.80% |
| WIPRO LIMITED | Technology | 2.74% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 5 | 21.16% |
| Healthcare | 4 | 16.36% |
| Fast Moving Consumer Goods | — | 14.95% |
| Information Technology | — | 10.42% |
| Automobile and Auto Components | — | 9.95% |
| Consumer Durables | — | 7.05% |
| Construction Materials | — | 6.87% |
| Construction | — | 3.58% |
| Telecommunication | — | 3.50% |
| Oil, Gas & Consumable Fuels | — | 3.18% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.08% | 5.03% | 11.29% | 31.17% | 44.74% | 90.2% |
| 3Y | 12.01% | 14.02% | 16.10% | 16.83% | 17.90% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 37.2% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.