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  • Bandhan Conservative Hybrid Fund (G)
Bandhan Mutual Funds

Bandhan Conservative Hybrid Fund (G)

HybridConservative Hybrid

31.0887

NAV (Oct 15)

6.988%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Category Leader

The fund has been a Category Leader on the Consistency of Credit Quality metric

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

31.0887

NAV (Oct 15)

Fund Returns

Last 1Y
13.3%
Last 3Y
5.8%
Last 5Y
7%
Last 10Y
7.4%
Since Inception
8.1%
6 Month CAGR
7.1%

Scheme Information

Investment Objective

The Scheme seeks to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's total assets in equity

Expense Ratio
2
Launched (0y ago)
2
AUM in Crores
117.1
ISIN
INF194K01RW9
Lock-in
-
Benchmark
CRISIL Hybrid 85+15 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
3.6
Beta
0.6
Sharpe Ratio
0.2
YTM
-
Fund Managers

Brijesh Shah

Fund Manager

Gaurav Satra

Fund Manager

Harshal Joshi

Fund Manager

Ritika Behera

Fund Manager

Sumit Agrawal

Fund Manager

Viraj Kulkarni

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Conservative Hybrid Fund (G)70%8,67,404 1,34,7927%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-16

Top Stock Holdings

GOI

19.5%
19.49%

Bandhan Nifty 50 ETF-G Nifty 50 ETF-Growth

16.2%
16.19%

GOI

13.1%
13.09%

Others

9.5%
9.54%

Power Finance Corporation Ltd.

8.6%
8.62%
See all holdings

Allocation by Sector

Financial

7.2%
7.162899%

Automobile

4.9%
4.892723%

Technology

3.9%
3.90803%

Consumer Staples

2.3%
2.33996%

Energy

2.3%
2.29898%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 50,495 cr

₹ 3,342 cr

₹ 5,410 cr

₹ 12,689 cr

₹ 24,796 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan mutual fund was established in 2000, and offers Equity, Debt, ELSS and Index mutual funds to achieve your financial goals. Bandhan mutual fund is one of the top 10 fund houses in terms of AUM and has an experienced investment team and presence over 60 cities in India.amc-img
Fund NameScripbox Opinion
Till Date CAGR
bandhan-mutual-fund
Bandhan CRISIL IBX Gilt April 2028 Index Fund (G)

5.5%

5.8%

5.3%

5.7%

20.2%

17.9%

15.9%

19%

14.5%

13.3%

Bandhan Conservative Hybrid Fund (G) Review

Bandhan Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.054% over a period of 14 years. The fund is managed by Bandhan Mutual Fund. The fund managers are Brijesh Shah, Gaurav Satra, Harshal Joshi, Ritika Behera, Sumit Agrawal, Viraj Kulkarni.

Nav of Bandhan Conservative Hybrid Fund (G) as of 10/15/2024 is ₹31.09 with the total AUM as of 10/16/2024 is ₹117.1408. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Conservative Hybrid Fund (G) was launched on 2010-02-25. The category risk of the fund is Average.

The minimum SIP amount for Bandhan Conservative Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Bandhan Conservative Hybrid Fund (G)?

It is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Conservative Hybrid Fund (G)?

You can invest in Bandhan Conservative Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Bandhan Conservative Hybrid Fund (G)?

The minimum sip amount for Bandhan Conservative Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Bandhan Conservative Hybrid Fund (G) good to invest in?

As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bandhan Conservative Hybrid Fund (G)?

The expense ratio of the Bandhan Conservative Hybrid Fund (G) is 2% for regular plan.

What is the NAV of Bandhan Conservative Hybrid Fund (G)?

Today's Bandhan Conservative Hybrid Fund (G) NAV is ₹31.09.