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

Bandhan · Long Duration
Moderate
₹11.94
Current NAV
28 Oct 2026
1.3%
1Y Return
0.8%
3Y CAGR
0.4%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.60).
  • Very large asset base (AUM: ₹14,650 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Long 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
1.10
Sharpe Ratio
1.00
Beta
5.60
Alpha
1.21
Sortino
Fund Details
Fund House Bandhan
Category Long Duration
AUM ₹14650 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
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