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  • Bandhan Bond Fund Medium Term Plan (G)
Bandhan Mutual Funds

Bandhan Bond Fund Medium Term Plan (G)

DebtMedium Term

43.2347

NAV (Oct 03)

4.842%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium term mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Satisfactory

The performance of the fund on a Consistency of Credit Quality metric has been Satisfactory

Fund Size

Good

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

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

43.2347

NAV (Oct 3)

Fund Returns

Last 1Y
8.3%
Last 3Y
4.8%
Last 5Y
5.7%
Last 10Y
6.9%
Since Inception
7.1%
6 Month CAGR
4.3%

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 medium term such that the Macaulay duration of the portfolio is between 3 years and 4 years.

Expense Ratio
1.31
Launched (0y ago)
1.31
AUM in Crores
1512.8
ISIN
INF194K01JU0
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
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 Medium Term Plan (G)70%8,39,420 1,06,8085.7%
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 2023-12-21

Top Debt Holdings

GOI

26%
25.98%

GOI

17.7%
17.72%

HDFC Bank Ltd.

7.6%
7.64%

Tata Capital Housing Finance Ltd.

6.8%
6.84%

Indian Railway Finance Corporation Ltd.

6.6%
6.59%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,457 cr

₹ 9,577 cr

₹ 15,209 cr

₹ 8,093 cr

₹ 4,566 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

5.422%

5.806%

5.263%

5.662%

23.435%

18.103%

19.295%

19.228%

13.408%

12.092%

Bandhan Bond Fund Medium Term Plan (G) Review

Bandhan Bond Fund Medium Term Plan (G) is a Debt Debt fund and has delivered an annualised return of 7.137% 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 (G) as of 10/3/2024 is ₹43.23 with the total AUM as of 10/4/2024 is ₹1512.8017. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Bond Fund Medium Term Plan (G) was launched on 2003-07-08. The category risk of the fund is High.

The minimum SIP amount for Bandhan Bond Fund Medium Term 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 Medium Term 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 Duration Debt Index A-III.

Bandhan Bond Fund Medium Term Plan (G) is rated as a 3 fund in Debt and delivered 8.342% 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 (G).

Frequently Asked Questions

What is Bandhan Bond Fund Medium Term Plan (G)?

Bandhan Bond Fund Medium Term 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 Medium Term Plan (G)?

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

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

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

As per Scripbox experts, Bandhan Bond Fund Medium Term Plan (G) is a 3 fund. You can investBandhan Bond Fund Medium Term 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 Medium Term Plan (G)?

The expense ratio of the Bandhan Bond Fund Medium Term Plan (G) is 1.31% for regular plan.