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Bandhan Mutual Fund

Bandhan Short 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

Full rating methodology →

TopFund Score: 83/100 · Excellent

How this score is calculated

  • Star rating (35%)5/5
  • 3Y CAGR (30%)7.81%
  • Expense ratio (20%)0.36%
  • AUM (15%)₹8,889 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Bandhan Mutual Fund · Debt · Short Duration

₹61.12

+0.0 (+0.0%)

AUM: ₹8,889 Cr

NAV updated 28 days ago

Plan

Regular

Option

Growth

Risk

Moderate

Expense Ratio

0.36%

Exit Load

Nil

Fund Manager

Suyash Choudhary

Inception

Jan 2013

Benchmark

NIFTY Short Duration Debt Index A-II

Sharpe Ratio

-0.19

Std Dev (1Y)

1.17%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.2%

3m

+2.47%

6m

+3.79%

1y

+5.93%

3y

+7.81%

5y

+6.53%

10y

+7.22%

since inception

+7.47%

TopFund's Take on Bandhan Short Duration Fund - Regular Plan - Growth

Bandhan Short Duration Fund - Regular Plan - Growth ranks among the stronger performers in 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 83/100.

Cost: At 0.36%, the expense ratio is meaningfully cheaper — about 10% below the Short Duration category average of 0.4% (based on 119 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 negative Sharpe ratio of -0.19 — 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 1.17% 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

Financial 66.88%
Entities 15.15%
Industrials 1.56%

Asset Allocation

Certificate of Deposit 24.04%
Debenture 17.53%
GOI Securities 15.15%
State Development Loan 14.96%
Non Convertible Debenture 12.17%
Bonds 10.67%
Net Current Assets 2.26%
Floating Rate Bond 1.92%
Reverse Repo 0.39%
Alternative Investment Fund 0.36%
Bonds/NCDs 0.28%
Commercial Paper 0.27%

Frequently Asked Questions about Bandhan Short Duration Fund - Regular Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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