Bandhan Financial Services Fund — rolling returns

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 553 separate one-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Common questions about Bandhan Financial Services Fund

What is the 1-year rolling return of Bandhan Financial Services Fund?

Across 553 overlapping 1-year holding periods between 31 July 2023 and 16 October 2026, the Direct plan of Bandhan Financial Services Fund returned an average of 14.28% a year, with a median of 12.45%. The best 1-year stretch returned 47.54% a year and the worst returned -5.21%.

Has Bandhan Financial Services Fund ever lost money over 1 years?

Yes. 8.1% of the 553 1-year holding periods in this fund's history ended below zero. The worst returned -5.21% a year, for someone who invested on 9 June 2025 and sold on 9 June 2026.

What is the difference between the Direct and Regular plans of Bandhan Financial Services Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 1-year rolling returns averaged 14.28% a year on the Direct plan against 12.46% on the Regular plan, a difference of 1.82% a year.

What is the 3-year rolling return of Bandhan Financial Services Fund?

Bandhan Financial Services Fund has 57 windows at the 3-year holding period, because its NAV record begins on 31 July 2023. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.