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.

31.8269

7.93%

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 9.79 9.9 7.29 7.73 6.71
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 11.9 12.69 10.0 12.31 8.33
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 11.67 12.61 9.7 10.41 7.21
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 11.22 13.73 11.58 - -
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 10.98 11.03 8.63 12.3 8.49
Kotak Debt Hybrid - Growth 02-12-2003 10.82 13.48 10.81 12.52 9.59
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 10.79 12.82 9.73 9.87 7.58
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 10.02 9.72 7.19 9.26 6.95
Franklin India Debt Hybrid Fund - Growth 28-09-2000 10.0 12.1 9.63 9.87 7.51
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 9.91 13.02 10.87 12.64 8.96

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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