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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 116.6 Cr As on 30-05-2025(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.

31.8199

7.86%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Conservative TRI
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Gold
-
PPF
-
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 3.91
Sharpe Ratio 0.53
Alpha -1.76
Beta 0.78
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 6.43 8.52 8.38 7.36 6.86
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 10.14 11.63 11.09 9.98 7.45
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 9.47 13.46 12.32 - -
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.16 11.76 11.13 10.8 9.64
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 8.89 10.13 10.18 12.06 8.78
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 8.74 11.39 11.34 11.88 8.49
Franklin India Debt Hybrid Fund - Growth 28-09-2000 8.49 11.24 10.94 9.68 7.73
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 8.47 8.81 9.28 9.21 5.71
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 8.17 9.73 9.62 9.47 8.18
LIC MF Conservative Hybrid Fund-Regular Plan-Growth 01-06-1998 7.72 7.82 7.9 7.08 6.57

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

89.83%

Large Cap

8.96%

Mid Cap

1.21%

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