Bandhan Mutual Fund Debt Gilt Fund with 10 year constant duration
Expense Ratio
0.51%
AUM
₹15.59 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Low

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+2.22%
Below Average
6 Months
+2.94%
Poor
1 Year
+7.23%
Below Average
3 Years
+8.33%
Below Average
5 Years
+4.09%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹15.59 Lakh
Recent Trend
Declining
Stability Score
9.0
Growth Assessment
Significant Decline

Growth Performance

Historical returns

1Y
Annual Growth
-23.05%
3Y
3Y CAGR
-53.04%
5Y
5Y CAGR
-81.84%

Growth Assessment: Significant Decline

• Significant outflows require attention

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
4.40%
Annualized standard deviation
Sharpe Ratio
-0.374
Very Poor - Risk-adjusted return
Max Drawdown
-9.90%
Low - Worst decline
Consistency
66.7%
Performance consistency

Volatility Breakdown

Daily Volatility
0.28%
Average daily price movement
Annualized Volatility
4.40%
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