Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Bandhan Medium Duration Fund - Direct Plan - Growth
★★★★★ monitor_heart Health Score: 64/100 · AverageIDFC Mutual Fund · Debt · Medium Duration
₹52.99
AUM: ₹1,319 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
Moderate to High
Expense Ratio
0.66%
Exit Load
Nil
Fund Manager
Suyash Choudhary
Inception
Jan 2013
Benchmark
NIFTY Medium Duration Debt Index A-III
Sharpe Ratio
-0.39
Std Dev (1Y)
1.62%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.98%
3m
+2.24%
6m
+4.06%
1y
+5.6%
3y
+7.48%
5y
+6.11%
10y
+7.08%
since inception
+7.6%
rate_review TopFund's Take on Bandhan Medium Duration Fund - Direct Plan - Growth
Bandhan Medium Duration Fund - Direct Plan - Growth sits in the middle of the pack for Medium Duration funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 64/100.
Cost: At 0.66%, the expense ratio is roughly in line with the Medium Duration category average of 0.69% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.39 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.62% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
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pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Bandhan Medium Duration Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of Bandhan Medium Duration Fund - Direct Plan - Growth is ₹52.99. NAV is updated every business day after market close by AMFI.
1Y: 5.6% · 3Y CAGR: 7.48% · 5Y CAGR: 6.11%
The expense ratio is 0.66% per annum — the annual fee deducted from your investment to cover fund management costs.
Bandhan Medium Duration Fund - Direct Plan - Growth is managed by Suyash Choudhary at IDFC Mutual Fund.
Bandhan Medium Duration Fund - Direct Plan - Growth is a Moderate to High risk fund. Suitable for investors with a moderate risk appetite.
Bandhan Medium Duration Fund - Direct Plan - Growth is a Medium Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Bandhan Medium Duration Fund - Direct Plan - Growth is ₹1,320 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.