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Bandhan Medium to Long Duration Fund - Direct Plan - Annual IDCW

Bandhan · Long Duration
Moderate
₹16.40
Current NAV
28 Oct 2026
1.4%
1Y Return
0.9%
3Y CAGR
0.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.9%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.60).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.60).
  • Very large asset base (AUM: ₹10,650 Cr) indicating high investor trust and liquidity.
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
1.60
Sharpe Ratio
0.60
Beta
3.60
Alpha
2.08
Sortino
Fund Details
Fund House Bandhan
Category Long Duration
AUM ₹10650 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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