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Bandhan Medium Duration Fund - Direct Plan - Periodic IDCW

Bandhan · Medium Duration
Moderate
₹13.93
Current NAV
28 Oct 2026
5.2%
1Y Return
7.5%
3Y CAGR
6.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.7%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.30).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • 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
0.80
Sharpe Ratio
1.30
Beta
2.30
Alpha
0.88
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Fund Details
Fund House Bandhan
Category Medium Duration
AUM ₹5850 Cr
Expense Ratio 0.70%
Min SIP ₹500
Min Lumpsum ₹1000
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