Bandhan Long Duration Fund

Current Fund Size :

N.A.

₹11.03

NAV

6.36% p.a.

Overall Return

0.07%

1-Day Change

0.25%

Expense Ratio

₹ 141 Cr

AUM (Fund Size)

1+ yrs

Fund Age

Investment Policy

Benchmark

NIFTY Long Duration Debt Index A-III

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

1 yrs 6 m since Mar 05, 2024

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 GOI Sovereign GOI Sec 94.51%
2 GOI Sovereign GOI Sec 3.58%

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 Long Duration Fund 2.99% N.A. N.A. N.A. N.A. N.A. N.A. 141 Cr 1 yrs 6 m 0.25%
2 Nippon India Nivesh Lakshya Long Duration Fund 4.24% 8.42% 6.15% 3.88 5.79 0.35 0.45 9,533 Cr 7 yrs 3 m 0.33%
3 ICICI Prudential Long Term Bond Fund 6.3% 8.18% 5.71% 3.21 6.24 0.30 0.41 1,126 Cr 12 yrs 8 m 0.42%
4 Aditya Birla Sun Life Long Duration Fund 5.14% 8.44% 5.34% 3.52 6.84 0.39 0.58 154 Cr 3 yrs 2 m 0.43%
5 SBI Long Duration Fund 3.24% 7.57% 4.48% N.A. N.A. N.A. N.A. 2,543 Cr 2 yrs 9 m 0.3%
6 HDFC Long Duration Debt Fund 2.9% 7.02% 4.16% N.A. N.A. N.A. N.A. 5,530 Cr 2 yrs 8 m 0.3%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 1.96% 1.73%
2 3 Months -0.17% -0.2%
3 6 Months -0.14% 0.21%
4 1 Year 2.99% 3.6%

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
6 Bandhan GSF Investment Fund 2,916 Cr 3.28% View Detail

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