Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth
Equity: Thematic-Factor-based - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-Factor-basedBenchmark: Nifty 500 Momentum 50 Total Return IndexCheck Portfolio Overlap →
NAV: ₹8.41-0.97%
22 Oct 2026
Tracking Difference
Annualised return gap between Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.89% | - | - | - |
| Avg. of funds with same benchmark | -0.89% | - | - | - |
Rolling Returns Analysis
Rolling annualized returns of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 03 Nov, 2025 - 22 Oct, 2026 | - | - | - |
| Average returns | 0.43% | - | - | - |
| Standard deviation | 6.73% | - | - | - |
| Best returns | 15.89% 1 year ending on 28 Feb, 2026 | - | - | - |
| Worst returns | -15.49% 1 year ending on 17 Dec, 2025 | - | - | - |
| Period with positive return | 56.15% | - | - | - |
| Period with return > 5% | 25.41% | - | - | - |
| Period with return > 10% | 7.38% | - | - | - |
| Period with return > 15% | 0.82% | - | - | - |
| Beat % Category | 35.25% | - | - | - |
| Beat % Benchmark | 33.20% | - | - | - |
Trailing Returns
Point-to-point returns of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
-4.5%
-6.2%
-8.4%
YTD
-7.2%
-5.9%
-4.8%
1 M
-3.9%
-4.7%
-5.0%
6 M
-7.3%
-6.7%
-7.8%
1 Y
9.0%
9.8%
3 Y
8.6%
8.2%
5 Y
12.3%
10 Y
Fund
Equity: Thematic-Factor-based
Nifty 500 Momentum 50 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -4.55% | -7.21% | -3.93% | -7.35% | - | - | - | -8.37% |
| Equity: Thematic-Factor-based | -6.18% | -5.88% | -4.73% | -6.73% | 9.04% | 8.65% | - | - |
| Nifty 500 Momentum 50 Total Return Index | -8.38% | -4.79% | -5.01% | -7.84% | 9.75% | 8.18% | 12.35% | - |
| Rank in category | 25 | 53 | 22 | 29 | - | - | - | - |
| Funds in category | 71 | 80 | 73 | 68 | 18 | 4 | 0 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth?
Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth has delivered a 1-year return of -7.35% as of 21 Oct 2026. During the same period, its benchmark Nifty 500 Momentum 50 Total Return Index returned -7.84%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth?
The 3-year CAGR for Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth?
The 5-year CAGR for Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth since inception?
Since its launch on 29 Oct 2024, Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth has delivered a CAGR of -8.37%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth performed vs its category over the long term?
Category rank for Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth?
The Sharpe ratio of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth?
The alpha of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth?
The beta of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Bandhan Nifty 500 Momentum 50 Index Fund Direct-Growth is 0.43% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.