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BANDHAN FLOATER FUND - REGULAR PLAN GROWTH

Bandhan · Equity Fund
High
₹13.69
Current NAV
25 Jun 2026
21.0%
1Y Return
13.0%
3Y CAGR
11.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.90).
  • Very large asset base (AUM: ₹19,450 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.1%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
0.50
Beta
3.90
Alpha
1.08
Sortino
Fund Details
Fund House Bandhan
Category Equity Fund
AUM ₹19450 Cr
Expense Ratio 2.10%
Min SIP ₹500
Min Lumpsum ₹1000
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