Home› Funds› Bandhan Medium Duration Fund - Direct Plan - Growt

Bandhan Medium Duration Fund - Direct Plan - Growth

Bandhan · Medium Duration
Moderate
₹53.38
Current NAV
28 Oct 2026
5.2%
1Y Return
7.5%
3Y CAGR
6.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.18%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.58).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.58
Sharpe Ratio
1.38
Beta
3.58
Alpha
0.68
Sortino
Fund Details
Fund House Bandhan
Category Medium Duration
AUM ₹630 Cr
Expense Ratio 0.18%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Medium Duration
NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - QUARTERLY IDCW Option
Nippon India
₹0.13 340.3%
Nippon India Medium Duration Fund - Segregated Portfolio 1 - Direct Plan - Bonus Option
Nippon India
₹0.19 340.1%
NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 1 - IDCW Option
Nippon India
₹0.15 339.8%
Nippon India Medium Duration Fund - Segregated Portfolio 1 - Bonus Option
Nippon India
₹0.18 339.7%