- Mutual Funds
- Bandhan Mutual Fund
- Bandhan Bond Fund Medium Term Plan (IDCW-2M)
Bandhan Bond Fund Medium Term Plan (IDCW-2M)
₹ 12.0696
NAV (Oct 30)
Medium Term 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 Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.0696
NAV (Oct 30)
Fund Returns
Last 1Y | 8.6% |
Last 3Y | 4.9% |
Last 5Y | 5.5% |
Last 10Y | 6.7% |
Since Inception | 7.1% |
6 Month CAGR | 4.4% |
Scheme Information
The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over medium term such that the Macaulay duration of the portfolio is between 3 years and 4 years.
Expense Ratio | 1.31% |
Launched 21Y ago | 2003-07-08 |
AUM in Crores | 1518.5 |
ISIN | INF194K01KF9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Medium Duration Debt Index A-III |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 2.1 |
Beta | 1.1 |
Sharpe Ratio | -0.5 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Bond Fund Medium Term Plan (IDCW-2M) | 8,37,093 | 1,04,481 | 5.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
GOI
25.98%GOI
17.72%HDFC Bank Ltd.
7.64%Tata Capital Housing Finance Ltd.
6.84%Indian Railway Finance Corporation Ltd.
6.59%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 10,307 cr | ||
₹ 8,029 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 5.8% | ||
5.4% | 5.6% | ||
20% | 17.6% | ||
15.6% | 18.6% | ||
12.9% | 13.1% |
Bandhan Bond Fund Medium Term Plan (IDCW-2M) Review
Bandhan Bond Fund Medium Term Plan (IDCW-2M) is a Medium Term Debt fund and has delivered an annualised return of 7.12% over 21 years. The fund has grown over a period of 21 years. The fund is managed by Bandhan Mutual Fund. The fund managers are Brijesh Shah, Sreejith Balasubramanian, Suyash Choudhary.
Nav of Bandhan Bond Fund Medium Term Plan (IDCW-2M) as of 10/30/2024 is ₹12.07 with the total AUM as of 10/31/2024 is ₹1518.54. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Bond Fund Medium Term Plan (IDCW-2M) was launched on 2003-07-08. The category risk of the fund is Moderate.
The minimum SIP amount for Bandhan Bond Fund Medium Term Plan (IDCW-2M) 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 Medium Term Plan (IDCW-2M) 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 Duration Debt Index A-III.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Debt category and delivered 8.58% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Bond Fund Medium Term Plan (IDCW-2M).
Frequently Asked Questions
What is Bandhan Bond Fund Medium Term Plan (IDCW-2M)?
How to invest in Bandhan Bond Fund Medium Term Plan (IDCW-2M)?
You can invest in Bandhan Bond Fund Medium Term Plan (IDCW-2M) 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 Medium Term Plan (IDCW-2M)?
The minimum sip amount for Bandhan Bond Fund Medium Term Plan (IDCW-2M) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Bond Fund Medium Term Plan (IDCW-2M) good to invest in?
According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Bandhan Bond Fund Medium Term Plan (IDCW-2M)?
The expense ratio of the Bandhan Bond Fund Medium Term Plan (IDCW-2M) is 1.31% for regular plan.
What is the NAV of Bandhan Bond Fund Medium Term Plan (IDCW-2M)?
Today's Bandhan Bond Fund Medium Term Plan (IDCW-2M) NAV is ₹12.07.