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 (31-03-2025)
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.

31.7627

7.91%

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 -2.02
Beta 0.77
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 9.15 9.54 7.27 7.65 6.76
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 11.3 12.28 10.03 12.36 8.37
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 11.01 12.35 9.76 10.38 7.26
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 10.64 13.26 11.49 - -
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 10.29 10.67 8.68 12.69 8.54
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 10.23 9.33 7.29 9.27 7.02
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 10.0 12.18 9.68 9.81 7.56
Kotak Debt Hybrid - Growth 02-12-2003 9.88 12.85 10.67 12.53 9.6
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.62 11.94 9.91 11.0 9.3
Franklin India Debt Hybrid Fund - Growth 28-09-2000 9.2 11.72 9.65 9.83 7.54

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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