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Bandhan Medium to Long Duration Fund - Direct Plan - Half Yearly IDCW

Bandhan · Long Duration
Moderate
₹12.66
Current NAV
28 Oct 2026
-0.6%
1Y Return
0.8%
3Y CAGR
0.4%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.97%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.67).
  • Well-diversified portfolio aligned with the Long 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
1.67
Sharpe Ratio
0.67
Beta
-0.33
Alpha
2.29
Sortino
Fund Details
Fund House Bandhan
Category Long Duration
AUM ₹5220 Cr
Expense Ratio 0.97%
Min SIP ₹500
Min Lumpsum ₹1000
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