Home Funds Bandhan Medium Duration Fund - Regular Plan - Grow

Bandhan Medium Duration Fund - Regular Plan - Growth

Bandhan · Medium Duration
Moderate
₹48.18
Current NAV
25 Jun 2026
18.0%
1Y Return
11.0%
3Y CAGR
19.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.20).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.0%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.

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
0.70
Sharpe Ratio
1.20
Beta
4.20
Alpha
0.91
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Fund Details
Fund House Bandhan
Category Medium Duration
AUM ₹1250 Cr
Expense Ratio 2.00%
Min SIP ₹500
Min Lumpsum ₹1000
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