Bandhan Medium Term Fund - Direct Plan has delivered 35.77% absolute return over the last 5 years.
The average return for Medium Duration funds is 34.78% .
This fund ranks #8 in its category based on 5-year returns.
The largest portfolio holding is 724% GOI MD 18 08 2055 with a portfolio weight of 21.18% .
The fund currently owns more than 37 stocks.
The top 10 holdings account for 68.56% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.91% | 2.68% |
| 2 Year Return | 23.94% | 9.32% |
| 3 Year Return | 31.68% | 16.67% |
| 4 Year Return | 41.18% | 25.63% |
| 5 Year Return | 64.75% | 34.78% |
| 6 Year Return | 79.83% | 45.31% |
| 7 Year Return | 108.07% | 57.07% |
| Expense Ratio | 0.55% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
21.18%
|
||
| 2 |
8.34%
|
||
| 3 |
7.94%
|
||
| 4 |
7.94%
|
||
| 5 | Finance - Banks - Private Sector |
6.21%
|
|
| 6 |
3.99%
|
||
| 7 |
3.98%
|
||
| 8 |
3.18%
|
||
| 9 |
3.13%
|
||
| 10 |
2.67%
|
||
| 11 |
2.52%
|
||
| 12 |
2.00%
|
AMC: BANDHAN
Category: Debt • Medium Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Suyash Choudhary
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Bandhan Medium Term Fund - Direct Plan is managed by BANDHAN and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds