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 (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 102.06 Cr As on 31-10-2025(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.

32.5789

7.75%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Conservative TRI
-
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 3.73
Sharpe Ratio 0.5
Alpha -1.33
Beta 0.86
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 5.36 7.13 7.69 5.96 6.71
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 9.25 8.77 9.1 8.52 5.8
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 7.04 9.54 9.89 9.09 9.48
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 6.89 9.95 11.04 - -
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 6.36 8.86 8.83 9.24 8.73
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 6.32 8.93 9.81 8.21 7.25
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 5.77 7.09 7.36 6.74 6.83
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 5.45 8.73 9.6 9.66 9.01
Franklin India Conservative Hybrid Fund - Growth 28-09-2000 5.14 8.31 8.99 7.95 7.58
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 5.04 8.88 9.39 9.13 8.26

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

87.39%

Large Cap

10.86%

Mid Cap

1.75%

Feedback
Notification