NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹46.72
-0.23%
NAV as on 02 Apr 26, 12:00 AM
moderate risk
medium duration
debt
NAV as on 02 Apr 26, 12:00 AM
moderate risk
medium duration
debt
3.90%p.a.
Last 1Y
6.29%p.a.
Last 3Y
5.03%p.a.
Last 5Y
7.01%p.a.
Since Inception
About Bandhan Medium Duration Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bandhan Medium Duration Fund -Growth scheme from Bandhan Asset Management Company Limited. It is a Medium Duration mutual fund scheme that predominantly invests in Medium Duration stocks of companies. Launched on Jul 2003, Bandhan Medium Duration Fund -Growth is Medium Duration fund of its category with 1,363.24 Cr fund under management as on Apr 2026. The expense ratio of this fund is less than that of most other Fund category Medium Duration funds.
- Bandhan Medium Duration Fund -Growth delivered 3.9% annual returns during the last year. It has delivered 7.0% average annual returns since the fund was launched.
- Bandhan Medium Duration Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
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.
Top 10 Holdings
CENTRAL GOVERNMENT LOAN 07004 GOI 15FB27 8.24 FV RS 100
0.01%
Net Current Assets
2.80%
Others CBLO
0.16%
GOI Sec 6.79 15/05/2027
0.01%
Others Mrgn Money
0.00%
STATE DEVELOPMENT LOAN 21073 TN 05DC28 8.37 FV RS 100
0.15%
TATA CAPITAL HOUSING FINANCE LIMITED SR A FY22-23 7.75 NCD 18MY27 FVRS10LAC
7.75%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23A 7.40 BD 30JN26 FVRS10LAC
1.71%
TATA CAPITAL FINANCIAL SERVICES LIMITED SR E OPT II 7.89 NCD 26JL27 FVRS10LAC
3.32%
BAJAJ FINANCE LIMITED 7.90 SR 286 TR 9 LOA 17NV25 FVRS10LAC
0.70%
Fund Managers
- Suyash Choudhary (Sep 2015 - Present)
- Brijesh Shah (Jun 2024 - Present)
Key Information
View Scheme Document
Bandhan Medium Duration Fund -Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Bandhan Medium Duration Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Bandhan Medium Duration Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Bandhan Medium Duration Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved