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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 101.64 Cr As on 30-09-2025(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.

32.4063

7.78%

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 3.71
Sharpe Ratio 0.4
Alpha 1.09
Beta 0.1
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 5.59 8.7 7.66 6.49 6.64
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 9.16 9.4 9.09 8.89 5.66
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 8.08 11.25 10.25 9.85 9.41
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 7.93 10.69 9.31 10.77 8.67
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 7.42 11.86 11.85 - -
Franklin India Conservative Hybrid Fund - Growth 28-09-2000 6.88 10.49 9.61 8.82 7.51
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 6.59 10.7 10.05 8.8 7.16
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 6.34 10.29 10.15 10.91 9.02
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 6.0 10.82 9.85 10.33 8.23
BARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 5.98 9.27 8.54 7.7 7.32

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

80.91%

Large Cap

17.36%

Mid Cap

1.73%

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