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Bandhan Medium to Long Duration Fund - Regular Plan - Growth is a debt scheme managed by Bandhan Mutual Fund. Three-year compounded annual return is 5.11%, placing it in the 6th percentile of Debt peers. It has ranked in the top half of its category for 3 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.97% on assets of ₹426Cr. The fund is currently managed by Brijesh Shah, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| 7.14% Export Import Bank of India | Others | 11.59% |
| 7.44% REC Limited | Others | 5.86% |
| 7.85% Bajaj Finance Limited | Others | 5.86% |
| 7.46% Indian Railway Finance Corporation Limited | Others | 5.85% |
| 7.48% National Bank For Agriculture and Rural Development | Others | 5.84% |
| 7.37% Indian Railway Finance Corporation Limited | Others | 5.84% |
| 7.53% National Bank For Agriculture and Rural Development | Others | 2.34% |
| 7.685% Tata Capital Housing Finance Limited | Others | 2.34% |
| 7.1% Bajaj Housing Finance Limited | Others | 2.31% |
| 8.098% Tata Capital Limited | Others | 0.47% |
| Corporate Debt Market Development Fund Class A2 | Others | 0.35% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 48.3% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Debt.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
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| Aditya Birla Sun Life Long Duration Fund-Regular Growth | Aditya Birla Sun Life Mutual Fund | ₹121 Cr | 0.99% | +5.29% | — | 4★ |
| SBI Long Duration Fund - Regular Plan - Growth | SBI Mutual Fund | ₹1,570 Cr | 0.68% | +5.04% | — | 3★ |
| Axis Long Duration Fund - Regular Plan - Growth | Axis Mutual Fund | ₹231 Cr | 0.77% | +4.73% | — | 3★ |
| UTI Long Duration Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹68 Cr | 1.67% | +4.07% | — | 2★ |
| Kotak Long Duration Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹93 Cr | 0.63% | — | — | 2★ |
| Bandhan Long Duration Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹82 Cr | 0.70% | — | — | 2★ |
| Mirae Asset Long Duration Fund - Regular Plan - Growth | Mirae Asset Mutual Fund | ₹17 Cr | 0.72% | — | — | 1★ |