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BANDHAN Low Duration Fund - Regular Plan - Periodic IDCW

Bandhan · Low Duration
Low
₹13.57
Current NAV
25 Jun 2026
30.3%
1Y Return
21.3%
3Y CAGR
20.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.73).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.23).
  • Very large asset base (AUM: ₹11,780 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.83%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.73
Sharpe Ratio
1.03
Beta
3.23
Alpha
1.95
Sortino
Fund Details
Fund House Bandhan
Category Low Duration
AUM ₹11780 Cr
Expense Ratio 1.83%
Min SIP ₹500
Min Lumpsum ₹1000
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