BANDHAN Nifty Smallcap 250 Index Fund
Index Funds · Bandhan AMC Limited
Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹73,880. Expect meaningful ups and downs on the way.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.BANDHAN Nifty Smallcap 250 Index Fund is a index funds from Bandhan AMC Limited. It has a track record of about 2.7 years. As of the latest data it carries an RS rating of 95/99 (its recent momentum versus category peers). The current NAV is ₹12.97 (as of 2026-09-16).
Growth of ₹100 - last 3 years
BANDHAN Nifty Smallcap 250 Index Fund returns: last 1, 3, 5 and 10 years
| Period | This fund | Category average |
|---|---|---|
| 1 month | -2.27% | -3.19% |
| 3 months | 3.48% | -0.24% |
| 6 months | 20.15% | 4.45% |
| 1 year | 4.33% | 1.13% |
Its trailing one-year return is 4.33%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.
Year-by-year returns
| Year | BANDHAN Nifty Smallcap | Benchmark |
|---|---|---|
| 2024 | +26.6% | +15.2% |
| 2025 | -6.1% | +6.7% |
| 2026 | +7.2% | -5.8% |
BANDHAN Nifty Smallcap 250 Index Fund beat its benchmark in 2 of the last 3 calendar years. That is a strong hit-rate - most active funds fail to clear their index this often. Consistency against the benchmark matters more than any single great year.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
Risk & drawdowns
| Measure | This fund | Category average |
|---|---|---|
| Worst drawdown (lifetime) | -26.12% | -16.31% |
| Worst drawdown (3Y) | -26.12% | -15.09% |
| Volatility (1Y) | 20.94% | 14.53% |
| Sharpe (3Y) | 0.16 | 0.24 |
| Sortino (3Y) | 0.19 | 0.69 |
| Beta (3Y) | 1.3 | 0.67 |
| Alpha (3Y) | 4.13% | 1.16% |
| Up capture | 126.6% | 70.6% |
| Down capture | 118.0% | 61.79% |
| Bull-market return | 31.3% | 22.28% |
| Bear-market return | -31.0% | -18.34% |
Timing matters more than people admit: the best possible 1-year stretch in BANDHAN Nifty Smallcap 250 Index Fund (starting 2023-12-26) gained 27.9%, while the worst (starting 2024-12-11) lost 12.2%. The worst peak-to-bottom fall BANDHAN Nifty Smallcap 250 Index Fund has ever put investors through is -26.12% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -31.0% annualised, versus 31.3% in rising markets. It has captured roughly 126.6% of its benchmark's up-moves and 118.0% of its down-moves.
How BANDHAN Nifty Smallcap 250 Index Fund behaves when markets fall
When the market is falling (the Nifty below its 200-day average), BANDHAN Nifty Smallcap 250 Index Fund has historically returned about -31.0% annualised, versus roughly 31.3% when the market is rising. Its deepest fall on record is -26.12%. Right now it sits about 4.06% below its all-time high (last hit 2024-09-23). The real question isn't the average year - it's whether you could hold on through the worst one.
How BANDHAN Nifty Smallcap 250 Index Fund ranks in its category
Percentile versus its ~1179 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
Rolling-return data isn't available for this fund yet.
Who manages BANDHAN Nifty Smallcap 250 Index Fund - and how good are they?
BANDHAN Nifty Smallcap 250 Index Fund is managed by Abhishek Jain and Mayuresh Nagvekar. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Abhishek Jain's full record
Abhishek Jain currently runs 19 funds, across FoF Domestic, Index Funds, with about ₹4,751 Cr under management. The book's average King Score is 37.0/100. Their strongest fund by King Score is Bandhan Nifty100 Low Volatility 30 Index Fund (54/100); BANDHAN Nifty Smallcap 250 Index Fund ranks #7 of 19 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bandhan Nifty100 Low Volatility 30 Index Fund | 28 | 54 | -1.4% | 1.4% | -5.9% | 8.5% | n/a | n/a | 0.15 | 16.0% | -18.2% |
| 2 | Bandhan NIFTY 100 Index Fund | 26 | 52 | -2.0% | 0.9% | -4.8% | 7.5% | n/a | n/a | 0.07 | 13.6% | -17.3% |
| 3 | Bandhan Nifty200 Momentum 30 Index Fund | 22 | 41 | -4.4% | 2.6% | -3.6% | 8.8% | n/a | n/a | 0.11 | 16.4% | -31.7% |
| 4 | BANDHAN Nifty 50 Index Fund | 18 | 31 | -2.2% | -0.8% | -6.7% | 5.8% | 6.7% | 11.3% | -0.04 | 13.3% | -37.6% |
| 5 | Bandhan Nifty IT Index Fund | 24 | 7 | 3.7% | 1.7% | -18.2% | -2.5% | n/a | n/a | -0.36 | n/a | -39.8% |
| 6 | Bandhan BSE Healthcare Index Fund | 96 | n/a | 7.1% | 18.9% | 12.4% | n/a | n/a | n/a | 0.09 | n/a | -16.2% |
| 7 | BANDHAN Nifty Smallcap 250 Index Fund (this page) | 95 | n/a | 3.5% | 20.1% | 4.3% | n/a | n/a | n/a | 0.16 | n/a | -26.1% |
| 8 | Bandhan Nifty Alpha 50 Index Fund | 92 | n/a | 2.7% | 15.0% | 6.2% | n/a | n/a | n/a | 0.29 | n/a | -31.8% |
| 9 | Bandhan Nifty Midcap 150 Index Fund | 79 | n/a | -0.9% | 9.8% | 3.9% | n/a | n/a | n/a | -0.34 | n/a | -21.1% |
| 10 | Bandhan Nifty Next 50 Index Fund | 63 | n/a | -1.6% | 8.8% | 3.8% | n/a | n/a | n/a | 0.42 | n/a | -14.3% |
| 11 | Bandhan Nifty 500 Momentum 50 Index Fund | 52 | n/a | -1.7% | 8.8% | 1.6% | n/a | n/a | n/a | -0.58 | n/a | -29.2% |
| 12 | Bandhan Nifty Bank Index Fund | 46 | n/a | -1.2% | 3.0% | 3.0% | n/a | n/a | n/a | -0.07 | n/a | -18.4% |
| 13 | Bandhan Nifty Total Market Index Fund | 42 | n/a | -1.0% | 5.2% | -2.1% | n/a | n/a | n/a | -0.44 | n/a | -18.9% |
| 14 | Bandhan Nifty 500 Value 50 Index Fund | 40 | n/a | -5.3% | -0.0% | 10.6% | n/a | n/a | n/a | -0.06 | n/a | -18.2% |
| 15 | Bandhan Nifty Alpha Low Volatility 30 Index Fund | 40 | n/a | -0.1% | 3.1% | -2.8% | n/a | n/a | n/a | -0.41 | n/a | -13.3% |
| 16 | Bandhan Nifty 200 Quality 30 Index Fund | 29 | n/a | -1.4% | 3.4% | -6.6% | n/a | n/a | n/a | -0.7 | n/a | -16.5% |
| 17 | Bandhan BSE India Sector Leaders Index Fund | n/a | n/a | -1.6% | 2.6% | n/a | n/a | n/a | n/a | n/a | n/a | -15.1% |
| 18 | Bandhan Gold ETF FOF | n/a | n/a | 0.7% | -2.2% | n/a | n/a | n/a | n/a | n/a | n/a | -17.4% |
| 19 | Bandhan Silver ETF FOF | n/a | n/a | -8.3% | -9.1% | n/a | n/a | n/a | n/a | n/a | n/a | -33.1% |
Mayuresh Nagvekar's full record
Mayuresh Nagvekar currently runs 17 funds, across Index Funds, with about ₹4,432 Cr under management. The book's average King Score is 37.0/100. Their strongest fund by King Score is Bandhan Nifty100 Low Volatility 30 Index Fund (54/100); BANDHAN Nifty Smallcap 250 Index Fund ranks #7 of 17 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bandhan Nifty100 Low Volatility 30 Index Fund | 28 | 54 | -1.4% | 1.4% | -5.9% | 8.5% | n/a | n/a | 0.15 | 16.0% | -18.2% |
| 2 | Bandhan NIFTY 100 Index Fund | 26 | 52 | -2.0% | 0.9% | -4.8% | 7.5% | n/a | n/a | 0.07 | 13.6% | -17.3% |
| 3 | Bandhan Nifty200 Momentum 30 Index Fund | 22 | 41 | -4.4% | 2.6% | -3.6% | 8.8% | n/a | n/a | 0.11 | 16.4% | -31.7% |
| 4 | BANDHAN Nifty 50 Index Fund | 18 | 31 | -2.2% | -0.8% | -6.7% | 5.8% | 6.7% | 11.3% | -0.04 | 13.3% | -37.6% |
| 5 | Bandhan Nifty IT Index Fund | 24 | 7 | 3.7% | 1.7% | -18.2% | -2.5% | n/a | n/a | -0.36 | n/a | -39.8% |
| 6 | Bandhan BSE Healthcare Index Fund | 96 | n/a | 7.1% | 18.9% | 12.4% | n/a | n/a | n/a | 0.09 | n/a | -16.2% |
| 7 | BANDHAN Nifty Smallcap 250 Index Fund (this page) | 95 | n/a | 3.5% | 20.1% | 4.3% | n/a | n/a | n/a | 0.16 | n/a | -26.1% |
| 8 | Bandhan Nifty Alpha 50 Index Fund | 92 | n/a | 2.7% | 15.0% | 6.2% | n/a | n/a | n/a | 0.29 | n/a | -31.8% |
| 9 | Bandhan Nifty Midcap 150 Index Fund | 79 | n/a | -0.9% | 9.8% | 3.9% | n/a | n/a | n/a | -0.34 | n/a | -21.1% |
| 10 | Bandhan Nifty Next 50 Index Fund | 63 | n/a | -1.6% | 8.8% | 3.8% | n/a | n/a | n/a | 0.42 | n/a | -14.3% |
| 11 | Bandhan Nifty 500 Momentum 50 Index Fund | 52 | n/a | -1.7% | 8.8% | 1.6% | n/a | n/a | n/a | -0.58 | n/a | -29.2% |
| 12 | Bandhan Nifty Bank Index Fund | 46 | n/a | -1.2% | 3.0% | 3.0% | n/a | n/a | n/a | -0.07 | n/a | -18.4% |
| 13 | Bandhan Nifty Total Market Index Fund | 42 | n/a | -1.0% | 5.2% | -2.1% | n/a | n/a | n/a | -0.44 | n/a | -18.9% |
| 14 | Bandhan Nifty 500 Value 50 Index Fund | 40 | n/a | -5.3% | -0.0% | 10.6% | n/a | n/a | n/a | -0.06 | n/a | -18.2% |
| 15 | Bandhan Nifty Alpha Low Volatility 30 Index Fund | 40 | n/a | -0.1% | 3.1% | -2.8% | n/a | n/a | n/a | -0.41 | n/a | -13.3% |
| 16 | Bandhan Nifty 200 Quality 30 Index Fund | 29 | n/a | -1.4% | 3.4% | -6.6% | n/a | n/a | n/a | -0.7 | n/a | -16.5% |
| 17 | Bandhan BSE India Sector Leaders Index Fund | n/a | n/a | -1.6% | 2.6% | n/a | n/a | n/a | n/a | n/a | n/a | -15.1% |
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 0.17% |
| Exit load | No exit load |
| Minimum investment | ₹1000 |
| Fund size (AUM) | ₹56 Cr |
| Age | 2.7 years |
| Plan / Option | Direct · Growth |
| Benchmark | NIFTY500 |
How BANDHAN Nifty Smallcap 250 Index Fund compares to peers
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
BANDHAN Nifty Smallcap 250 Index Fund review: the bottom line
Related
Frequently asked questions
Is BANDHAN Nifty Smallcap 250 Index Fund a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, BANDHAN Nifty Smallcap 250 Index Fund scores RS 95/99 within its category, and its worst drawdown was -26.12%. Compare those against your needs and the peer table above.
What is the NAV of BANDHAN Nifty Smallcap 250 Index Fund today?
The latest NAV is ₹12.97 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the expense ratio of BANDHAN Nifty Smallcap 250 Index Fund?
The Direct-plan expense ratio is 0.17% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of BANDHAN Nifty Smallcap 250 Index Fund?
BANDHAN Nifty Smallcap 250 Index Fund is managed by Abhishek Jain; Mayuresh Nagvekar.
Is BANDHAN Nifty Smallcap 250 Index Fund safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -26.12% - ₹1 lakh briefly becoming about ₹73,880. As a index & fof, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is BANDHAN Nifty Smallcap 250 Index Fund tax-efficient / what about capital gains?
As a index & fof, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See BANDHAN Nifty Smallcap 250 Index Fund live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
- Interactive price chart with EMAs & RSI
- The RS line plotted against its benchmark
- Full holdings, sector mix & portfolio overlap
- Point-in-time backtester & portfolio doctor
- Compare it side-by-side with any peer
- Screen 1,600+ funds on the same metrics
Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.