How to check the XIRR of Bandhan Short Duration Fund - Direct Plan - Growth?

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How to check portfolio overlap for Bandhan Short Duration Fund - Direct Plan - Growth?

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

Bandhan Short Duration Fund - Direct Plan - Growth

Bandhan Mutual Fund

Expense Ratio: 0.34

Risk: Moderate

Debt Scheme - Short Duration Fund

Plan: Direct

Benchmark: NIFTY Short Duration Debt Index A-II

Inception: 01-04-2001

Exit Load: Nil

Fund Size:₹10,388.28 Cr

Performance

Fund6.03%

Cat. Avg.5.60%

Fund7.84%

Cat. Avg.7.59%

Fund7.80%

Cat. Avg.7.58%

Fund6.54%

Cat. Avg.6.86%

10Y

Fund7.27%

Cat. Avg.7.17%

Fund7.82%

Cat. Avg.9.03%

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	CRISIL A1	7.33%	1043.44	12.12%
2	6.68% GOI (MD 07/07/2040)	DEBT	G-Sec	SOVEREIGN	7.58%	933.61	10.84%
3	8.04% Bajaj Housing Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.54%	476.34	5.53%
4	Kotak Mahindra Bank Limited	DEBT	CD	CRISIL A1	7.20%	475.25	5.52%
5	7.48% National Bank For Agriculture and Rural Development	DEBT	Bond/NCD	CRISIL AAA	7.54%	404.20	4.69%
6	Small Industries Dev Bank of India	DEBT	CD	CRISIL A1	7.33%	337.49	3.92%
7	7.3763% Bajaj Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.79%	322.09	3.74%
8	7.7% National Bank For Agriculture and Rural Development	DEBT	Bond/NCD	ICRA AAA	7.50%	300.59	3.49%
9	7.74% LIC Housing Finance Limited	DEBT	Bond/NCD	CRISIL AAA	7.65%	270.32	3.14%
10	Bank of Baroda	DEBT	CD	FITCH A1	7.25%	266.12	3.09%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62044	+3.4%	+7.2%
2Y	07 Aug, 24	1.20 L.	1.29 L.	+7.2%	+7.3%
3Y	07 Aug, 23	1.80 L.	2.01 L.	+11.8%	+7.7%
5Y	09 Aug, 21	3 L.	3.60 L.	+20.1%	+7.4%
10Y	08 Aug, 16	6 L.	8.62 L.	+43.7%	+7.1%
SI	07 Jan, 13	8.15 L.	13.74 L.	+68.6%	+7.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.06 L.	+6.0%	+6.0%
2Y	16 Jul, 24	1 L.	1.16 L.	+16.3%	+7.8%
3Y	17 Jul, 23	1 L.	1.25 L.	+25.2%	+7.8%
5Y	16 Jul, 21	1 L.	1.37 L.	+37.2%	+6.5%
10Y	18 Jul, 16	1 L.	2.02 L.	+101.6%	+7.3%
SI	03 Jan, 13	1 L.	2.77 L.	+177.2%	+7.8%

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.