Home› Funds› Bandhan Short Duration Fund - Plan D- Fortnightly

Bandhan Short Duration Fund - Plan D- Fortnightly Dividend

Bandhan · Short Duration
Moderate
₹12.03
Current NAV
17 Feb 2017
-0.2%
1Y Return
1.4%
3Y CAGR
1.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.34).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (1.84%) 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
1.34
Sharpe Ratio
0.64
Beta
-1.16
Alpha
1.80
Sortino
Fund Details
Fund House Bandhan
Category Short Duration
AUM ₹4890 Cr
Expense Ratio 1.84%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Short Duration
Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW
₹4281.41 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Weekly - IDCW
₹3622.98 192.1%
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
₹4197.15 192.1%