Mutual Funds

Bandhan Medium Duration Fund - Direct Plan - Growth

Bandhan Mutual FundMedium DurationLow Risk
₹53.04-0.00 (-0.00%)

NAV as on 2026-07-17 · Debt · Medium Duration

AUM

₹1,320 Cr

1Y Return

+5.6%

3Y CAGR

+7.5%

5Y CAGR

+6.1%

Expense

0.55%

Risk

Low

Bandhan Medium Duration Fund
₹53.04-0.00%

1Y Return

+5.6%

3Y CAGR

+7.5%

5Y CAGR

+6.1%

Since Inception

+7.6%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹49.92
₹53.18

96% from 52W low

Fund Information

Medium DurationDebtSince 02-01-2013

Fund House

Bandhan Mutual Fund

Category

Debt - Medium Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash16.7%
Other0.5%

Market Cap Split

Top Holdings

25 stocks
Weight1M Change
1

6.68% Govt Stock 2040

53.66%+13.8%
2

Indian Railway Finance Corporation Limited

22.95%0.0%
3

National Bank For Agriculture And Rural Development

22.94%0.0%
4

Bajaj Housing Finance Limited

19.17%-10.7%
5

Small Industries Development Bank Of India

18.85%+25.0%
6

Tata Capital Housing Finance Limited

16.08%0.0%
7

Tata Capital Limited

7.74%-4.7%
8

Export Import Bank Of India

7.66%0.0%
9

Axis Bank Limited

7.40%0.0%
10

Punjab National Bank

7.25%0.0%

Risk Metrics (3Y)

Sharpe Ratio

0.64

Cat avg: 0.54

Sortino Ratio

1.22

Cat avg: 1.22

Beta

0.95

Cat avg: 0.86

Std Deviation

1.77%

Cat avg: 2.06%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Bandhan Medium Duration Dir Gr1,3200.55+5.6%+7.5%+6.1%
SBI Medium Dur Dir Gr6,4660.72+6.4%+7.9%+6.9%
ICICI Pru Medium Term Bond Dir Gr5,4920.62+7.7%+8.5%+7.5%
HDFC M/T Debt Dir Gr3,6410.69+6.5%+8.0%+7.0%
Aditya BSL Medium Term Dir Gr3,2130.71+9.3%+10.7%+12.9%
Axis Strategic Bond Dir Gr2,1200.71+6.8%+8.4%+7.5%
Kotak M/T Dir Gr1,7960.67+7.6%+9.0%+7.7%
HSBC Medium Duration Dir Gr6930.34+5.9%+8.0%+7.0%
DSP Bond Fund Dir Gr2540.34+5.2%+7.5%+6.4%
Invesco India Medium Dur Dir Gr1650.26+5.0%+7.3%+6.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,320 Cr
Expense Ratio0.55%
Volatility (3Y)1.8%
Sharpe Ratio0.64
Sortino Ratio1.22
Beta0.95
Min SIP₹500
Min Lumpsum₹5,000
Holdings33

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.