MonitorDirect · Growth
Bandhan Medium to Long Term Fund
Bandhan Mutual FundIncome/Debt Oriented Schemes - Medium to Long Term Fund13.7 years
- NAV
- 74.8915
- 15 Sept 2026
- 1Y
- +5.8%
- Trailing CAGR
- AUM
- ₹424.92 Cr
- 31 Aug 2026
- Volatility
- Low
- 3.6% 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+5.8%
- 3Y+6.5%
- 5Y+5.2%
- 10Y+6.7%
- SI+7.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.1%
- 3Y+5.9%
- 5Y+6.1%
- 10Y+6.2%
- Since inception
- +7.6%
- Calendar-day CAGR
- Excess 1Y
- +1.1%
- Category median, same plan and option
- 3Y win rate
- +55%
- Windows beating the median
- 3Y percentile
- 27
- Vs comparable share classes
- Worst rolling 3Y
- +2.8%
- 2598 daily-ending windows
- Median rolling 3Y
- +7.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2115 daily-ending windows
- SIP 3Y XIRR
- +5.9%
- 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
- 10 days
- 252 recovered episodes
- Longest recovery
- 192 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +78%
- NAV observations
27 May 2013 – 20 Jan 2014
Trough 19 Aug 2013 · recovered in 154 days
-6.9%
30 Mar 2022 – 17 Nov 2022
Trough 9 May 2022 · recovered in 192 days
-3.5%
24 Nov 2016 – 23 May 2017
Trough 27 Dec 2016 · recovered in 147 days
-3.5%
5 Jan 2021 – 13 Aug 2021
Trough 9 Mar 2021 · recovered in 157 days
-3.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
27
Vs category
57
Consistency
51
Risk-adjusted
58
Drawdown
83
Mean
55
Portfolio
31 Aug 2026 · 23 holdings · top 10 are 86.2%.
- Top 5
- 59.4%
- Top 10
- 86.2%
- Largest holding
- 30.4%
- Effective holdings
- 7.8
Reverse Repo
Unspecified
30.4%
Net Current Assets
Unspecified
6.9%
GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100
Entities
6.8%
GOVERNMENT OF INDIA 36320 GOI 18AG55 7.24 FV RS 100
Entities
5.8%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 178 7.46 BD 18JU29 FVRS1LAC
Financial
5.8%
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.
Franklin India Medium to Long Term Fund
Franklin Templeton Mutual Fund
- 1Y
- +4.9%
- 3Y
- n/a
- Vol
- 1.9%
- Max DD
- -1.7%
- Sharpe
- 0.53
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI Prudential Medium to Long Term Fund
ICICI Prudential Mutual Fund
- 1Y
- +4.7%
- 3Y
- +7.0%
- Vol
- 3.1%
- Max DD
- -10.2%
- Sharpe
- 0.85
- 3Y win
- +89%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Nippon India Medium to Long Term Fund
Nippon India Mutual Fund
- 1Y
- +4.7%
- 3Y
- +6.6%
- Vol
- 3.6%
- Max DD
- -9.9%
- Sharpe
- 0.71
- 3Y win
- +86%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
SBI MEDIUM TO LONG TERM FUND
SBI Mutual Fund
- 1Y
- +4.7%
- 3Y
- +6.8%
- Vol
- 3.0%
- Max DD
- -8.5%
- Sharpe
- 0.88
- 3Y win
- +88%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
LIC MF Medium to Long Term Fund
LIC Mutual Fund
- 1Y
- +5.1%
- 3Y
- +7.4%
- Vol
- 2.7%
- Max DD
- -6.2%
- Sharpe
- 0.70
- 3Y win
- +21%
- Lower volatility
- Shallower drawdown
- Higher trailing returns