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Bandhan Medium to Long Duration Fund - Regular Plan - Half-yearly IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 37/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)0.74%
- 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
₹12.18
AUM: ₹430 Cr
NAV updated 27 days ago
Plan
Regular
Option
Idcw
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
-0.97
Std Dev (1Y)
2.72%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.01%
3m
+2.25%
6m
+1.88%
1y
+3.22%
3y
+0.74%
5y
+0.48%
10y
+0.1%
since inception
+0.7%
TopFund's Take on Bandhan Medium to Long Duration Fund - Regular Plan - Half-yearly IDCW
Bandhan Medium to Long Duration Fund - Regular Plan - Half-yearly IDCW lags behind most of its peers in the Medium to Long Term Fund category, currently carrying a 2-star rating. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 37/100.
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 -0.97 — 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 2.72% 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 - Half-yearly IDCW
The current NAV (Net Asset Value) of Bandhan Medium to Long Duration Fund - Regular Plan - Half-yearly IDCW is ₹12.18. NAV is updated every business day after market close by AMFI.
1Y: 3.22% · 3Y CAGR: 0.74% · 5Y CAGR: 0.48%
The expense ratio of Bandhan Medium to Long Duration Fund - Regular Plan - Half-yearly IDCW 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 - Half-yearly IDCW is managed by Suyash Choudhary at Bandhan Mutual Fund.
Bandhan Medium to Long Duration Fund - Regular Plan - Half-yearly IDCW 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 - Half-yearly IDCW 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 - Half-yearly IDCW 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 - Half-yearly IDCW 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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