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

Bandhan · Long Duration
Moderate
₹14.56
Current NAV
28 Oct 2026
4.3%
1Y Return
6.1%
3Y CAGR
4.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.25).
  • Very large asset base (AUM: ₹18,800 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (2.25%) which can affect compounding over long horizons.
  • 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
0.75
Sharpe Ratio
0.65
Beta
5.25
Alpha
1.01
Sortino
Fund Details
Fund House Bandhan
Category Long Duration
AUM ₹18800 Cr
Expense Ratio 2.25%
Min SIP ₹500
Min Lumpsum ₹1000
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