Bandhan Mutual Fund Debt Medium to Long Duration Fund
Expense Ratio
1.32%
AUM
₹3.67 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-1.62%
Poor
6 Months
+1.51%
Poor
1 Year
-2.52%
Poor
3 Years
+0.98%
Poor
5 Years
-0.85%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹3.67 Lakh
Recent Trend
Declining
Stability Score
15.3
Growth Assessment
Significant Decline

Growth Performance

Historical returns

1Y
Annual Growth
-14.05%
3Y
3Y CAGR
-69.08%
5Y
5Y CAGR
-80.65%

Growth Assessment: Significant Decline

• Significant outflows require attention

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Low - Stable investment with occasional price movements
Volatility
5.90%
Annualized standard deviation
Sharpe Ratio
-1.112
Very Poor - Risk-adjusted return
Max Drawdown
-11.90%
Moderate - Worst decline
Consistency
66.7%
Performance consistency

Volatility Breakdown

Daily Volatility
0.37%
Average daily price movement
Annualized Volatility
5.90%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance