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  • Bandhan Mutual Fund
  • Bandhan Bond Fund Income Plan (G)
Bandhan Mutual Funds

Bandhan Bond Fund Income Plan (G)

DebtMedium To Long Duration

62.0653

NAV (Sep 17)

4.538%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium to long duration mutual funds.

Medium To Long Duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.

The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes.Funds in this category tend to invest in instruments that are highly rated.This is a small category(less than 1 % of total debt fund assets).We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

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

Satisfactory

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

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

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

62.0653

NAV (Sep 17)

Fund Returns

Last 1Y
8.3%
Last 3Y
4.5%
Last 5Y
5.5%
Last 10Y
7.3%
Since Inception
7.8%
6 Month CAGR
4.5%

Scheme Information

Investment Objective

The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over long term such that the Macaulay duration of the portfolio is greater than 7 years.

Expense Ratio
1.98
Launched (0y ago)
1.98
AUM in Crores
477.6
ISIN
INF194K01IL1
Lock-in
Benchmark
NIFTY Medium to Long Duration Debt Index A-III
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
2.5
Beta
1.4
Sharpe Ratio
-0.5
YTM
Fund Managers

Brijesh Shah

Fund Manager

Sreejith Balasubramanian

Fund Manager

Suyash Choudhary

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 Bond Fund Income Plan (G)70%8,36,765 1,04,1535.5%
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 2024-01-19

Top Debt Holdings

GOI

35.4%
35.38%

GOI

26.4%
26.39%

Tata Capital Financial Services Ltd.

8.5%
8.52%

HDFC Bank Ltd.

6.6%
6.62%

Bajaj Housing Finance Ltd.

5.1%
5.09%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
hdfc
HDFC Overnight Fund (G)

₹ 9,577 cr

₹ 8,093 cr

₹ 15,209 cr

₹ 4,457 cr

₹ 13,722 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

5.328%

5.774%

5.175%

5.627%

22.871%

18.092%

19.248%

19.24%

11.974%

11.743%

Bandhan Bond Fund Income Plan (G) Review

Bandhan Bond Fund Income Plan (G) is a Debt Debt fund and has delivered an annualised return of 7.842% over a period of 24 years. The fund is managed by Bandhan Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].

Nav of Bandhan Bond Fund Income Plan (G) as of 9/17/2024 is ₹62.07 with the total AUM as of 9/18/2024 is ₹477.5718. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Bond Fund Income Plan (G) was launched on 2000-07-14. The category risk of the fund is High.

The minimum SIP amount for Bandhan Bond Fund Income Plan (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.

Bandhan Bond Fund Income Plan (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Medium to Long Duration Debt Index A-III.

Bandhan Bond Fund Income Plan (G) is rated as a 2 fund in Debt and delivered 8.313% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Bond Fund Income Plan (G).

Frequently Asked Questions

What is Bandhan Bond Fund Income Plan (G)?

Bandhan Bond Fund Income Plan (G) is a Debt Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Bond Fund Income Plan (G)?

You can invest in Bandhan Bond Fund Income Plan (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 Bond Fund Income Plan (G)?

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

Is Bandhan Bond Fund Income Plan (G) good to invest in?

As per Scripbox experts, Bandhan Bond Fund Income Plan (G) is a 2 fund. You can investBandhan Bond Fund Income Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bandhan Bond Fund Income Plan (G)?

The expense ratio of the Bandhan Bond Fund Income Plan (G) is 1.98% for regular plan.