Home Funds BANDHAN Dynamic Bond Fund - Regular Plan B - Perio

BANDHAN Dynamic Bond Fund - Regular Plan B - Periodic IDCW

Bandhan · Dynamic Bond
Moderate
₹14.25
Current NAV
25 Jun 2026
25.4%
1Y Return
16.4%
3Y CAGR
15.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.94%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.24).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.24
Sharpe Ratio
0.54
Beta
0.74
Alpha
1.54
Sortino
Fund Details
Fund House Bandhan
Category Dynamic Bond
AUM ₹290 Cr
Expense Ratio 0.94%
Min SIP ₹500
Min Lumpsum ₹1000
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