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Bandhan Medium Duration Fund - Direct Plan - Daily IDCW

Bandhan · Medium Duration
Moderate
₹10.42
Current NAV
25 Jun 2026
31.6%
1Y Return
19.6%
3Y CAGR
21.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.56%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.56).
  • Very large asset base (AUM: ₹22,610 Cr) indicating high investor trust and liquidity.
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
1.56
Sharpe Ratio
0.56
Beta
1.56
Alpha
1.97
Sortino
Fund Details
Fund House Bandhan
Category Medium Duration
AUM ₹22610 Cr
Expense Ratio 0.56%
Min SIP ₹500
Min Lumpsum ₹1000
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