Home Funds Bandhan Medium to Long Duration Fund - Regular Pla

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

Bandhan · Long Duration
Moderate
₹11.95
Current NAV
25 Jun 2026
24.0%
1Y Return
15.0%
3Y CAGR
14.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • 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.
Cons / Risks
  • Higher expense ratio (2.2%) which can affect compounding over long horizons.

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
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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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