Bandhan Medium Term Fund - Direct Plan - Periodic IDCW
Mutual Fund · Income/Debt Oriented Schemes - Medium Term Fund · As of 18 Oct 2026, 6:55 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
63/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 67% of three-year holding periods ended in profit — the trailing return flatters what most investors actually got
✗ The worst three-year stretch returned -12.4% a year
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹13.94
As of
16 Oct 2026
Fund History Available
12.1 yrs
1Y Return (CAGR)
5.2%
Moderate
3Y Return (CAGR)
7.6%
5Y Return (CAGR)
6.0%
Annualized Volatility
1.4%
Relatively stable
Sharpe Ratio (est.)
0.57
Moderate
Max Drawdown
-37.5%
Severe historical drop
Category
Income/Debt Oriented Schemes - Medium Term Fund
Fund House
Bandhan Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,27,104
Estimated Gain
₹1,27,104
Risk Flags
This fund has seen a peak-to-trough drawdown of -37.5% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
