What is the 5-year rolling return of BANDHAN Small Cap Fund?

Across 410 overlapping 5-year holding periods between 26 February 2020 and 16 October 2026, the Direct plan of BANDHAN Small Cap Fund returned an average of 28.82% a year, with a median of 27.63%. The best 5-year stretch returned 40.80% a year and the worst returned 17.85%.

Has BANDHAN Small Cap Fund ever lost money over 5 years?

No. Every one of the 410 5-year holding periods in this fund's history ended in profit. The weakest returned 17.85% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of BANDHAN Small Cap 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, 5-year rolling returns averaged 28.82% a year on the Direct plan against 26.86% on the Regular plan, a difference of 1.96% a year.

What is the 1-year rolling return of BANDHAN Small Cap Fund?

Across 1,399 overlapping 1-year holding periods between 26 February 2020 and 16 October 2026, the Direct plan of BANDHAN Small Cap Fund returned an average of 34.39% a year, with a median of 22.80%. The best 1-year stretch returned 114.93% a year and the worst returned -9.90%.

What is the 3-year rolling return of BANDHAN Small Cap Fund?

Across 903 overlapping 3-year holding periods between 26 February 2020 and 16 October 2026, the Direct plan of BANDHAN Small Cap Fund returned an average of 31.02% a year, with a median of 31.29%. The best 3-year stretch returned 38.62% a year and the worst returned 22.33%.

Bandhan Mutual Fund

BANDHAN Small Cap Fund — rolling returns

Small Cap · NAV data as of 16 October 2026

1,646 daily NAV records since 26 February 2020

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 — 410 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 26 February 2020 to 16 October 2026

Average rolling return

28.82%

Windows computed

410

Median return

27.63%

Standard deviation

6.86%

Best 5-year window

40.80%a year

Invested 19 May 2020 · exited 19 May 2025

Worst 5-year window

17.85%a year

Invested 18 Oct 2021 · exited 16 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (410 of 410)
Above 8%: 100.0% (410 of 410)
Above 12%: 100.0% (410 of 410)
Above 15%: 100.0% (410 of 410)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 83 of 410 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for BANDHAN Small Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	34.39%	31.02%	28.82%	—	—
Median	22.80%	31.29%	27.63%	—	—
Minimum	-9.90%	22.33%	17.85%	—	—
Maximum	114.93%	38.62%	40.80%	—	—
Std deviation	33.77%	3.28%	6.86%	—	—
Consistency
Above 0%	84.27%	100.00%	100.00%	—	—
Above 8%	71.19%	100.00%	100.00%	—	—
Above 12%	64.19%	100.00%	100.00%	—	—
Above 15%	57.68%	100.00%	100.00%	—	—
Coverage
Windows computed	1,399	903	410	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.96% a year more than Regular.

5-year rolling returns for BANDHAN Small Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	28.82%	26.86%
Best window	40.80%from 19 May 2020	38.55%from 19 May 2020
Worst window	17.85%from 18 Oct 2021	16.19%from 18 Oct 2021
Windows computed	410	410

Common questions about BANDHAN Small Cap Fund

What is the 5-year rolling return of BANDHAN Small Cap Fund?: Across 410 overlapping 5-year holding periods between 26 February 2020 and 16 October 2026, the Direct plan of BANDHAN Small Cap Fund returned an average of 28.82% a year, with a median of 27.63%. The best 5-year stretch returned 40.80% a year and the worst returned 17.85%.
Has BANDHAN Small Cap Fund ever lost money over 5 years?: No. Every one of the 410 5-year holding periods in this fund's history ended in profit. The weakest returned 17.85% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of BANDHAN Small Cap 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, 5-year rolling returns averaged 28.82% a year on the Direct plan against 26.86% on the Regular plan, a difference of 1.96% a year.
What is the 1-year rolling return of BANDHAN Small Cap Fund?: Across 1,399 overlapping 1-year holding periods between 26 February 2020 and 16 October 2026, the Direct plan of BANDHAN Small Cap Fund returned an average of 34.39% a year, with a median of 22.80%. The best 1-year stretch returned 114.93% a year and the worst returned -9.90%.
What is the 3-year rolling return of BANDHAN Small Cap Fund?: Across 903 overlapping 3-year holding periods between 26 February 2020 and 16 October 2026, the Direct plan of BANDHAN Small Cap Fund returned an average of 31.02% a year, with a median of 31.29%. The best 3-year stretch returned 38.62% a year and the worst returned 22.33%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.