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Bandhan Medium Duration Fund - Regular Plan - Fortnightly IDCW

Bandhan · Medium Duration
Moderate
₹10.24
Current NAV
28 Oct 2026
-0.1%
1Y Return
0.0%
3Y CAGR
-0.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.59).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
  • Smaller AUM (₹140 Cr) which might lead to higher tracking errors or expense adjustments.
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
1.09
Sharpe Ratio
0.99
Beta
5.59
Alpha
1.52
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Fund Details
Fund House Bandhan
Category Medium Duration
AUM ₹140 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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