Bandhan GSF Investment Fund

Current Fund Size :

₹ 7.09 Lakh

₹37.95

NAV

8.67% p.a.

Overall Return

-0.05%

1-Day Change

0.52%

Expense Ratio

₹ 2,916 Cr

AUM (Fund Size)

12+ yrs

Fund Age

Investment Policy

Benchmark

CRISIL Dynamic Gilt Index

Risk Level

Moderate Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹1000

Exit Load

0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

LTCG (After 1 Year)

Age of Fund

12 yrs 8 m since Jan 01, 2013

Current Value (Example)

₹ 7.09 Lakh

Returns Ratio

N/A

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Bandhan GSF Investment Fund 3.28% 7.98% 6.0% 4.07 1.11 0.14 0.19 2,916 Cr 12 yrs 8 m 0.52%
2 SBI Magnum Gilt Fund 5.08% 8.07% 6.71% 3.02 0.81 0.37 0.50 11,322 Cr 12 yrs 8 m 0.46%
3 PGIM India Gilt Fund 4.97% 7.84% 6.27% 2.93 0.81 0.26 0.35 107 Cr 12 yrs 8 m 0.55%
4 Axis Gilt Fund 5.47% 7.92% 6.4% 2.97 0.80 0.28 0.42 613 Cr 12 yrs 8 m 0.42%
5 DSP Gilt Fund 4.82% 8.2% 6.54% 3.53 0.96 0.31 0.43 1,494 Cr 12 yrs 8 m 0.57%
6 ICICI Prudential Gilt Fund 7.74% 8.43% 7.09% 1.90 0.46 0.84 0.97 8,551 Cr 12 yrs 8 m 0.56%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 1.95% 1.59%
2 3 Months 0.24% -0.01%
3 6 Months 0.25% 1%
4 1 Year 3.28% 4.76%
5 2 Years 8.26% 7.82%
6 3 Years 7.98% 7.66%
7 4 Years 6.09% 6.16%
8 5 Years 6% 6.08%
9 7 Years 8.6% 7.91%
10 10 Years 8.07% 7.67%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Bandhan Government Securities Fund Constant Maturity Plan 346 Cr 7.54% View Detail
2 Bandhan CRISIL IBX Gilt April 2028 Index Fund 4,297 Cr 8.07% View Detail
3 Bandhan Bond Fund Short Term Plan 10,761 Cr 8.16% View Detail
4 Bandhan CRISIL IBX Gilt June 2027 Index Fund 6,526 Cr 7.91% View Detail
5 Bandhan Floater Fund 327 Cr 8.36% View Detail

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