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BANDHAN Low Duration Fund - Regular Plan - Quarterly IDCW

Bandhan · Low Duration
Low
₹11.33
Current NAV
25 Jun 2026
17.7%
1Y Return
15.7%
3Y CAGR
18.7%
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 0.97%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.17).
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: Low Risk
Low Moderate High Very High
Risk Metrics
1.17
Sharpe Ratio
1.37
Beta
3.17
Alpha
1.37
Sortino
Fund Details
Fund House Bandhan
Category Low Duration
AUM ₹9220 Cr
Expense Ratio 0.97%
Min SIP ₹500
Min Lumpsum ₹1000
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