Bandhan Mutual Fund Debt Gilt Fund
Expense Ratio
0.51%
AUM
₹2.15 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
+0.91%
Poor
6 Months
-0.22%
Poor
1 Year
+2.28%
Poor
3 Years
+0.75%
Poor
5 Years
+0.50%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹2.15 Lakh
Recent Trend
Declining
Stability Score
5.2
Growth Assessment
Stable

Growth Performance

Historical returns

1Y
Annual Growth
+6.97%
3Y
3Y CAGR
+15.59%
5Y
5Y CAGR
-67.67%

Growth Assessment: Stable

• Steady growth in investor base

• Moderate flow stability

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Low - Stable investment with occasional price movements
Volatility
5.20%
Annualized standard deviation
Sharpe Ratio
-1.005
Very Poor - Risk-adjusted return
Max Drawdown
-7.30%
Low - Worst decline
Consistency
66.7%
Performance consistency

Volatility Breakdown

Daily Volatility
0.33%
Average daily price movement
Annualized Volatility
5.20%
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