Loading mutual fund details…
Bandhan Multi-Factor Fund - Direct Plan - Growth is an equity scheme managed by Bandhan Mutual Fund. The total expense ratio is 0.76% on assets of ₹673Cr. The fund is currently managed by Gaurav Satra, appointed within the last year.
Lower is better.
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.
What an investor SIPping into this fund actually got during named market shocks.
| Scheme | AMC | AUM | TER | 3Y |
|---|
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.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
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.
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 = 5 data points.
| 5Y |
|---|
| Star |
|---|
| SBI COMMA Fund - DIRECT PLAN - Growth | SBI Mutual Fund | ₹1,081 Cr | 1.62% | +21.73% | +13.20% | 5★ |
| Edelweiss Recently Listed IPO Fund Direct Plan Growth | Edelweiss Mutual Fund | ₹984 Cr | 0.99% | +19.31% | +14.16% | 4★ |
| Sundaram Services Fund Direct Plan - Growth | Sundaram Mutual Fund | ₹4,624 Cr | 0.74% | +15.51% | +15.66% | 4★ |
| Taurus Ethical Fund - Direct Plan - Growth | Taurus Mutual Fund | ₹395 Cr | 1.35% | +14.78% | +11.65% | 4★ |
| Tata Housing Opportunities Fund - Direct Plan - Growth | Tata Mutual Fund | ₹476 Cr | 0.90% | +10.68% | — | 3★ |
| SBI Equity Minimum Variance Fund - Direct Plan - Growth | SBI Mutual Fund | ₹211 Cr | 0.42% | +10.39% | +10.74% | 3★ |
| Axis Momentum Fund - Direct Plan - IDCW Option | Axis Mutual Fund | ₹1,028 Cr | 0.85% | — | — | 1★ |
| Quantum Ethical Fund - Direct Plan Growth Option | Quantum Mutual Fund | ₹102 Cr | 0.75% | — | — | 2★ |
| WhiteOak Capital Quality Equity Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | ₹604 Cr | 0.73% | — | — | 2★ |
| Axis Services Opportunities Fund - Direct Plan - IDCW Option | Axis Mutual Fund | ₹1,586 Cr | 0.70% | — | — | — |