Home Funds Bandhan Short Duration Fund - Plan C - Fortnightl

Bandhan Short Duration Fund - Plan C - Fortnightly Dividend

Bandhan · Short Duration
Moderate
₹11.22
Current NAV
17 Feb 2017
26.5%
1Y Return
16.5%
3Y CAGR
16.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.25).
  • Very large asset base (AUM: ₹20,300 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.85%) 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
1.25
Sharpe Ratio
1.45
Beta
-0.75
Alpha
1.56
Sortino
Fund Details
Fund House Bandhan
Category Short Duration
AUM ₹20300 Cr
Expense Ratio 1.85%
Min SIP ₹500
Min Lumpsum ₹1000
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