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Bandhan Mutual Fund

Bandhan Medium Term Fund

Bandhan Mutual Fund · Direct plan · Growth

3-year returns
7.5%
a year
NAV
₹53.34
▲ 0.02% · 18 Sept 2026
Fund size
₹1,261 Cr
Expense ratio
0.66%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹48.53 and has returned 6.7% a year over 3 years.

Returns, and where it stands

Against the average medium duration fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year5.9%6.2%behind8 of 13
3 years7.5%7.9%behind9 of 13
5 years6%7.1%behind10 of 12
10 years6.9%7%behind7 of 11
Every period, and the Regular plan →
PeriodDirectRegular
1 month0%-0.1%
3 months1.4%1.2%
6 months3.6%3.3%
1 year5.9%5.2%
2 yearsp.a.6.9%6.2%
3 yearsp.a.7.5%6.7%
5 yearsp.a.6%5.2%
7 yearsp.a.6.5%5.7%
10 yearsp.a.6.9%6.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 5.94% in the last 1Y

50.451.953.418 Sept 202518 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹20,028
XIRR (per year)
6.99%
Value today
₹2,00,028

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
1.4% a year
about the same as the medium duration fund average
Worst fall so far
−3.2%
Mar 2022 to May 2022, against −6.2% for the category.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
3.7% to 9.6%
A year, at worst and at best. Typically 6.9%.

Fund details

Minimum lumpsum
₹1,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Expense ratio
0.66%
as of 31 Aug 2026

Managed by Suyash Choudhary, Brijesh Shah

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Bandhan Medium Term Fund against other funds in the Medium Duration Fund category
Fund1Y3Y5YExpenseFund size
Aditya Birla Sun Life Medium Term Fund9.13%10.52%12.67%0.71%₹3,319 Cr
Kotak Medium Term Fund7.19%8.98%7.39%0.67%₹1,926 Cr
ICICI Prudential Medium Term Fund7.48%8.46%7.37%0.73%₹5,419 Cr
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1)6.24%8.38%6.81%0.5%₹147 Cr
Axis Medium Term Fund6.81%8.35%7.33%0.71%₹2,112 Cr
HDFC Medium Term Fund6.63%7.86%6.75%0.7%₹3,599 Cr
Bandhan Medium Term Fund5.94%7.46%6%0.66%₹1,261 Cr

About Bandhan Medium Term Fund

Bandhan Medium Term Fund is a medium duration fund managed by Bandhan Mutual Fund. Debt funds with a portfolio duration of 3 to 4 years; more sensitive to interest rate changes.

The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over medium term such that the Macaulay duration of the portfolio is between 3 years and 4 years.

The scheme's stated objective, as published by Bandhan Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹53.3441118401
DirectBi-Monthly IDCW₹10.6237118399
DirectDaily IDCW₹10.4167118400
DirectMonthly IDCW₹10.4842118402
DirectPeriodic IDCW₹13.9255131384
DirectQuarterly IDCW₹11.4654118403
RegularGrowth₹48.5265108728
RegularBi-Monthly IDCW₹10.2965108730
RegularDaily IDCW₹10.265108731
RegularFortnightly IDCW₹10.2572108729
RegularMonthly IDCW₹10.2481108727
RegularPeriodic IDCW₹15.2865131385
RegularQuarterly IDCW₹11.2471113169

Frequently asked questions

What is the NAV of Bandhan Medium Term Fund today?

The NAV of Bandhan Medium Term Fund (Direct plan, Growth) is ₹53.3441 and the Regular plan NAV is ₹48.5265, as of 18 Sept 2026.

What returns has Bandhan Medium Term Fund given?

Over the last year the Direct plan returned 5.94%, and 7.46% a year over 3 years and 6% a year over 5 years. That places it 9 of 13 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Bandhan Medium Term Fund?

The Direct plan charges 0.66% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Bandhan Medium Term Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹1,000 or more.

How much has Bandhan Medium Term Fund fallen in the past?

Its deepest fall was 3.2% from 30 Mar 2022 to 6 May 2022. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Bandhan Medium Term Fund belong to?

It is a Medium Duration Fund from Bandhan Mutual Fund. Debt funds with a portfolio duration of 3 to 4 years; more sensitive to interest rate changes.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Bandhan Medium Term Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.