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 - Regular Plan - Monthly 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: 47/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)0.07%
- Expense ratio (20%)0.36%
- AUM (15%)₹9,287 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Bandhan Mutual Fund · Income/Debt Oriented · Medium to Long Term Fund
₹10.38
AUM: ₹9,287 Cr
NAV updated 13 days ago
Plan
Regular
Option
Idcw
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
-2.39
Std Dev (1Y)
2.59%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.13%
3m
-0.69%
6m
+0.19%
1y
+0.32%
3y
+0.07%
5y
+0.02%
10y
+0.18%
since inception
+0.17%
TopFund's Take on Bandhan Short Duration Fund - Regular Plan - Monthly IDCW
Bandhan Short Duration Fund - Regular Plan - Monthly 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 47/100.
Cost: At 0.36%, the expense ratio is meaningfully cheaper — about 54% below the Medium to Long Term Fund category average of 0.79% (based on 19 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 -2.39 — 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 2.59% 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.
Sector Allocation
Asset Allocation
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about Bandhan Short Duration Fund - Regular Plan - Monthly IDCW
The current NAV (Net Asset Value) of Bandhan Short Duration Fund - Regular Plan - Monthly IDCW is ₹10.38. NAV is updated every business day after market close by AMFI.
1Y: 0.32% · 3Y CAGR: 0.07% · 5Y CAGR: 0.02%
The expense ratio of Bandhan Short Duration Fund - Regular Plan - Monthly IDCW is 0.36% per annum. This is the annual fee charged by the fund to manage your investment.
Bandhan Short Duration Fund - Regular Plan - Monthly IDCW is managed by Suyash Choudhary at Bandhan Mutual Fund.
Bandhan Short Duration Fund - Regular Plan - Monthly IDCW is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Bandhan Short Duration Fund - Regular Plan - Monthly 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 Short Duration Fund - Regular Plan - Monthly 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 - Regular Plan - Monthly IDCW is ₹9,287 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.