Bandhan Mutual Fund Debt Short Duration Fund
Expense Ratio
1.32%
AUM
₹1.23 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Low-Moderate

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+1.88%
Below Average
6 Months
+3.90%
Below Average
1 Year
-0.40%
Poor
3 Years
+1.29%
Poor
5 Years
-0.53%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹1.23 Lakh
Recent Trend
Declining
Stability Score
40.8
Growth Assessment
Significant Decline

Growth Performance

Historical returns

1Y
Annual Growth
-21.15%
3Y
3Y CAGR
-93.25%
5Y
5Y CAGR
-99.34%

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
6.70%
Annualized standard deviation
Sharpe Ratio
-0.951
Very Poor - Risk-adjusted return
Max Drawdown
-11.00%
Moderate - Worst decline
Consistency
81.0%
Performance consistency

Volatility Breakdown

Daily Volatility
0.42%
Average daily price movement
Annualized Volatility
6.70%
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