Home Funds Bandhan Medium to Long Duration Fund - Direct Plan

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

Bandhan · Long Duration
Moderate
₹18.17
Current NAV
25 Jun 2026
30.3%
1Y Return
11.3%
3Y CAGR
20.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.23).
  • Very large asset base (AUM: ₹18,280 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
0.73
Sharpe Ratio
1.23
Beta
2.23
Alpha
0.97
Sortino
Fund Details
Fund House Bandhan
Category Long Duration
AUM ₹18280 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
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