How to check the XIRR of BANDHAN Low Duration Fund-Direct Plan-Growth?

You can track the exact XIRR and portfolio overlapping of BANDHAN Low Duration Fund-Direct Plan-Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for BANDHAN Low Duration Fund-Direct Plan-Growth?

Use the MutualSaathi Portfolio Analyzer to compare BANDHAN Low Duration Fund-Direct Plan-Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bandhan Low Duration Fund-Direct Plan-Growth

Bandhan Mutual Fund

Expense Ratio: 0.34

Risk: Low to Moderate

Debt Scheme - Low Duration Fund

Plan: Direct

Benchmark: NIFTY Low Duration Debt Index A-I

Inception: 12-01-2006

Exit Load: Nil

Fund Size:₹6,726.84 Cr

Performance

Fund6.00%

Cat. Avg.6.20%

Fund7.09%

Cat. Avg.7.34%

Fund7.15%

Cat. Avg.7.39%

Fund6.29%

Cat. Avg.6.58%

10Y

Fund6.76%

Cat. Avg.6.85%

Fund7.43%

Cat. Avg.6.84%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	HDFC Bank Limited	DEBT	CD	CARE A1	6.75%	672.18	11.23%
2	Punjab National Bank	DEBT	CD	CRISIL A1	6.79%	504.15	8.42%
3	Axis Bank Limited	DEBT	CD	CRISIL A1	6.84%	387.41	6.47%
4	182 Days Tbill (MD 30/07/2026)	DEBT	T-Bills	SOVEREIGN	5.16%	378.45	6.32%
5	Bank of Baroda	DEBT	CD	CARE A1	6.80%	288.68	4.82%
6	7.45% Power Finance Corporation Limited	DEBT	Bond/NCD	CRISIL AAA	7.13%	276.58	4.62%
7	Net Current Assets	CASH	Others	Others		274.31	4.58%
8	Small Industries Dev Bank of India	DEBT	CD	CRISIL A1	6.93%	264.77	4.42%
9	ICICI Securities Limited	DEBT	CP	CRISIL A1	6.84%	221.43	3.70%
10	7.1% Bajaj Housing Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.51%	219.31	3.66%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61831	+3.1%	+6.3%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.7%	+6.7%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.8%	+7.0%
5Y	09 Aug, 21	3 L.	3.56 L.	+18.6%	+6.9%
10Y	08 Aug, 16	6 L.	8.38 L.	+39.7%	+6.6%
SI	07 Jan, 13	8.15 L.	13.24 L.	+62.5%	+6.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.06 L.	+6.0%	N/A
2Y	22 Jul, 24	1 L.	1.15 L.	+14.6%	+7.1%
3Y	20 Jul, 23	1 L.	1.23 L.	+23.0%	+7.1%
5Y	20 Jul, 21	1 L.	1.36 L.	+35.7%	+6.3%
10Y	20 Jul, 16	1 L.	1.92 L.	+92.4%	+6.8%
SI	02 Jan, 13	1 L.	2.64 L.	+164.0%	+7.4%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.