BANDHAN Conservative Hybrid Fund - Regular Plan - Growth

(Erstwhile IDFC Monthly Income Plan-Regular Plan-Growth)
Fund House: Bandhan Mutual Fund
Category: Hybrid: Conservative
Launch Date: 05-02-2010
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
TER: 2.01% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 114.68 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.

31.6907

7.88%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Conservative TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme primarily aims to generate regular returns by predominantly investing in debt oriented mutual fund schemes and a small portion of scheme's assets will be invested in equity oriented MF schemes.

Current Asset Allocation (%)

Indicators

Standard Deviation 4.09
Sharpe Ratio 0.28
Alpha -1.84
Beta 0.79
Yield to Maturity 5.55
Average Maturity 9.21

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BANDHAN Conservative Hybrid Fund - Regular Plan - Growth 05-02-2010 8.62 9.06 7.89 7.63 6.81
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 11.03 12.09 10.33 10.45 7.36
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 10.68 11.76 10.54 12.26 8.38
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 10.61 13.25 12.1 - -
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 10.16 10.33 9.17 12.56 8.6
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 9.62 11.56 10.39 9.73 7.62
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.55 11.65 10.32 11.04 9.39
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 9.38 8.74 7.78 9.14 6.99
Franklin India Debt Hybrid Fund - Growth 28-09-2000 9.12 11.38 10.12 9.87 7.58
Kotak Debt Hybrid - Growth 02-12-2003 9.09 12.17 11.01 12.45 9.65

Scheme Characteristics

Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

91.27%

Large Cap

7.66%

Mid Cap

1.07%

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