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 Short Duration Fund - Direct Plan - Periodic IDCW
★★★★★ 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: 75/100 · Good
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)7.81%
- Expense ratio (20%)0.22%
- AUM (15%)₹25 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Bandhan Mutual Fund · Debt · Short Duration
₹1,029.17
AUM: ₹24 Cr
NAV updated 14 days ago
Plan
Direct
Option
Idcw
Risk
Moderate
Expense Ratio
0.22%
Exit Load
Nil
Fund Manager
Kedarnath Mirajkar
Inception
Jan 2026
Benchmark
Nifty Short Duration G-Sec Total Return Index
Sharpe Ratio
0.07
Std Dev (1Y)
1.15%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.13%
3m
+1.31%
6m
+2.16%
1y
+6.49%
3y
+7.81%
5y
+6.48%
10y
+8.01%
since inception
+7.49%
TopFund's Take on Bandhan Short Duration Fund - Direct Plan - Periodic IDCW
Bandhan Short Duration Fund - Direct Plan - Periodic IDCW holds up reasonably well within the Short Duration category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 75/100.
Cost: At 0.22%, the expense ratio is meaningfully cheaper — about 45% below the Short Duration category average of 0.4% (based on 120 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.07 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.15% is on the lower side for a Short Duration fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
TRUSTMF Short Duration Fund-Direct Plan-Weekly Income Distribution Cum Capital Withdrawal
Edelweiss Mutual Fund
ICICI Prudential Short Term Fund - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
TRUSTMF Short Duration Fund-Direct Plan-Monthly Income Distribution Cum Capital Withdrawal
Edelweiss Mutual Fund
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index fund - Direct Plan - Growth
Edelweiss Mutual Fund
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Mutual Fund
Nippon India Short Duration Fund - Direct Plan Growth Plan - Growth Option
Nippon India Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Bandhan Short Duration Fund - Direct Plan - Periodic IDCW
The current NAV (Net Asset Value) of Bandhan Short Duration Fund - Direct Plan - Periodic IDCW is ₹1029.17. NAV is updated every business day after market close by AMFI.
1Y: 6.49% · 3Y CAGR: 7.81% · 5Y CAGR: 6.48%
The expense ratio of Bandhan Short Duration Fund - Direct Plan - Periodic IDCW is 0.22% per annum. This is the annual fee charged by the fund to manage your investment.
Bandhan Short Duration Fund - Direct Plan - Periodic IDCW is managed by Kedarnath Mirajkar at Bandhan Mutual Fund.
Bandhan Short Duration Fund - Direct Plan - Periodic IDCW is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Bandhan Short Duration Fund - Direct Plan - Periodic IDCW is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Bandhan Short Duration Fund - Direct Plan - Periodic 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 Short Duration Fund - Direct Plan - Periodic IDCW is ₹25 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.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.