Home Funds Bandhan Short Duration Fund - Plan D - Growth

Bandhan Short Duration Fund - Plan D - Growth

Bandhan · Short Duration
Moderate
₹22.16
Current NAV
17 Feb 2017
13.4%
1Y Return
20.4%
3Y CAGR
14.4%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.64).
  • Very large asset base (AUM: ₹21,190 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

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
1.64
Sharpe Ratio
0.94
Beta
1.14
Alpha
2.20
Sortino
Fund Details
Fund House Bandhan
Category Short Duration
AUM ₹21190 Cr
Expense Ratio 1.74%
Min SIP ₹500
Min Lumpsum ₹1000
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