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Bandhan Medium Duration Fund - Regular Plan - Monthly IDCW

Bandhan · Medium Duration
Moderate
₹10.22
Current NAV
28 Oct 2026
-0.6%
1Y Return
0.1%
3Y CAGR
0.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.30).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.80).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.2%) which can affect compounding over long horizons.
  • 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
1.30
Sharpe Ratio
0.60
Beta
2.80
Alpha
1.69
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Fund Details
Fund House Bandhan
Category Medium Duration
AUM ₹5350 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
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