MonitorDirect · Growth
Bandhan Medium Term Fund
Bandhan Mutual FundIncome/Debt Oriented Schemes - Medium Term Fund13.7 years
- NAV
- 53.2982
- 15 Sept 2026
- 1Y
- +6.0%
- Trailing CAGR
- AUM
- ₹1,249.76 Cr
- 31 Aug 2026
- Volatility
- Low
- 2.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.0%
- 3Y+7.5%
- 5Y+6.0%
- 10Y+6.9%
- SI+7.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.3%
- 3Y+7.0%
- 5Y+6.9%
- 10Y+6.7%
- Since inception
- +7.5%
- Calendar-day CAGR
- Excess 1Y
- -0.3%
- Category median, same plan and option
- 3Y win rate
- +29%
- Windows beating the median
- 3Y percentile
- 36
- Vs comparable share classes
- Worst rolling 3Y
- +3.8%
- 2598 daily-ending windows
- Median rolling 3Y
- +7.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2115 daily-ending windows
- SIP 3Y XIRR
- +7.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 341 recovered episodes
- Longest recovery
- 189 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +57%
- NAV observations
19 Jun 2013 – 8 Oct 2013
Trough 19 Aug 2013 · recovered in 50 days
-3.6%
30 Mar 2022 – 11 Nov 2022
Trough 6 May 2022 · recovered in 189 days
-3.2%
9 Mar 2020 – 17 Apr 2020
Trough 23 Mar 2020 · recovered in 25 days
-2.6%
5 Jan 2021 – 6 May 2021
Trough 9 Mar 2021 · recovered in 58 days
-2.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
36
Vs category
48
Consistency
27
Risk-adjusted
83
Drawdown
91
Mean
57
Portfolio
31 Aug 2026 · 37 holdings · top 10 are 65.1%.
- Top 5
- 43.5%
- Top 10
- 65.1%
- Largest holding
- 14.8%
- Effective holdings
- 16.9
Reverse Repo
Unspecified
14.8%
TATA CAPITAL HOUSING FINANCE LIMITED SR A FY22-23 7.75 NCD 18MY27 FVRS10LAC
Financial
8.4%
BAJAJ HOUSING FINANCE LIMITED 8.04 NCD 18JN27 FVRS1LAC
Financial
8.0%
AXIS BANK LIMITED CD 07DEC26
Financial
6.3%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LAC
Financial
6.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
HDFC Medium Term Fund
HDFC Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.8%
- Vol
- 1.7%
- Max DD
- -3.5%
- Sharpe
- 1.64
- 3Y win
- +64%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HSBC Medium Term Fund
HSBC Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.8%
- Vol
- 1.2%
- Max DD
- -0.6%
- Sharpe
- 2.12
- 3Y win
- +93%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Medium Term Fund
ICICI Prudential Mutual Fund
- 1Y
- +7.4%
- 3Y
- +8.4%
- Vol
- 1.9%
- Max DD
- -5.1%
- Sharpe
- 1.68
- 3Y win
- +80%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Medium Term Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +9.0%
- 3Y
- +10.5%
- Vol
- 5.7%
- Max DD
- -12.6%
- Sharpe
- 0.80
- 3Y win
- +67%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Medium Term Fund
Axis Mutual Fund
- 1Y
- +6.7%
- 3Y
- +8.3%
- Vol
- 2.5%
- Max DD
- -7.3%
- Sharpe
- 1.31
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown