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 (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 102.32 Cr As on 31-12-2025(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.

32.4129

7.67%

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 3.68
Sharpe Ratio 0.56
Alpha -1.11
Beta 0.85
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 5.6 6.71 7.64 5.67 6.72
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 9.16 8.52 8.97 8.29 5.91
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 7.67 8.79 8.8 8.56 8.87
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 7.24 8.95 9.75 8.8 9.54
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 6.86 8.59 9.48 7.98 7.37
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 6.85 9.26 10.83 - -
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 6.36 8.01 9.39 9.23 8.94
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 5.73 6.85 7.31 6.44 6.84
Franklin India Conservative Hybrid Fund - Growth 28-09-2000 5.48 7.56 8.73 7.54 7.54
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 5.26 8.28 9.09 8.62 8.25

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

88.58%

Large Cap

9.88%

Mid Cap

1.54%

Scheme Documents

There are no scheme documents available

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