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

Bandhan · Long Duration
Moderate
₹12.16
Current NAV
28 Oct 2026
0.7%
1Y Return
1.1%
3Y CAGR
0.5%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.98).
  • Very large asset base (AUM: ₹13,530 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • 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
0.98
Sharpe Ratio
0.58
Beta
3.98
Alpha
1.25
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Fund Details
Fund House Bandhan
Category Long Duration
AUM ₹13530 Cr
Expense Ratio 1.78%
Min SIP ₹500
Min Lumpsum ₹1000
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