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

Bandhan · Long Duration
Moderate
₹18.20
Current NAV
28 Oct 2026
5.0%
1Y Return
6.8%
3Y CAGR
5.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • 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.
  • 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
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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