Bandhan Mutual Funds

Bandhan Conservative Hybrid Fund Direct Plan Growth

₹ 35.52

NAV (May 02)

8.537%
5 Year CAGR
Scripbox Opinion
neutral-badge
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 ->

Consistency of Credit quality

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

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
0.99 %
Launched
-
AUM in Crores
114.8
ISIN
INF194K015B9
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 85+15 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
3.9
Beta
0.6
Sharpe Ratio
0.1
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

GOI

19.49%
19.49%

Bandhan Nifty 50 ETF-G Nifty 50 ETF-Growth

16.19%
16.19%

GOI

13.09%
13.09%

Others

9.54%
9.54%

Power Finance Corporation Ltd.

8.62%
8.62%
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Allocation by Sector

Financial

7.32%
7.322356%

Technology

3.36%
3.356192%

Automobile

3.35%
3.345011%

Consumer Staples

1.84%
1.836142%

Energy

1.81%
1.813056%
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Frequently Asked Questions

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