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Bandhan Medium to Long Duration Fund - Regular Plan - Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 62/100 · Average
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)5.91%
- Expense ratio (20%)0.99%
- AUM (15%)₹431 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Bandhan Mutual Fund · Income/Debt Oriented · Medium to Long Term Fund
₹67.91
AUM: ₹430 Cr
NAV updated 21 days ago
Plan
Regular
Option
Growth
Risk
Moderate
Expense Ratio
0.99%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
Fund Manager
Suyash Choudhary
Inception
Jan 2013
Benchmark
NIFTY Medium to Long Duration Debt Index A-III
Sharpe Ratio
-0.4
Std Dev (1Y)
2.2%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.11%
3m
+2.31%
6m
+3.59%
1y
+5.34%
3y
+5.91%
5y
+4.57%
10y
+5.99%
since inception
+7.23%
TopFund's Take on Bandhan Medium to Long Duration Fund - Regular Plan - Growth
Bandhan Medium to Long Duration Fund - Regular Plan - Growth sits in the middle of the pack for Medium to Long Term Fund funds, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 62/100.
Cost: At 0.99%, the expense ratio runs 25% above the Medium to Long Term Fund category average of 0.79%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.4 — 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 2.2% is on the lower side for a Medium to Long Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented 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.
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about Bandhan Medium to Long Duration Fund - Regular Plan - Growth
The current NAV (Net Asset Value) of Bandhan Medium to Long Duration Fund - Regular Plan - Growth is ₹67.91. NAV is updated every business day after market close by AMFI.
1Y: 5.34% · 3Y CAGR: 5.91% · 5Y CAGR: 4.57%
The expense ratio of Bandhan Medium to Long Duration Fund - Regular Plan - Growth is 0.99% per annum. This is the annual fee charged by the fund to manage your investment.
Bandhan Medium to Long Duration Fund - Regular Plan - Growth is managed by Suyash Choudhary at Bandhan Mutual Fund.
Bandhan Medium to Long Duration Fund - Regular Plan - Growth is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Bandhan Medium to Long Duration Fund - Regular Plan - Growth is a Medium to Long Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Bandhan Medium to Long Duration Fund - Regular Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Bandhan Medium to Long Duration Fund - Regular Plan - Growth is ₹431 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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