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  • Bandhan Mutual Funds
  • Bandhan Bond Fund Medium Term Plan (PIDCW-M)

Formerly IDFC Bond M/T Reg Mn IDCW-P

Bandhan Mutual Funds

Bandhan Bond Fund Medium Term Plan (PIDCW-M)

DebtMedium Term

10.256

NAV (Jun 14)

0.9%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns 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

10.256

NAV (Jun 14)

Fund Returns

Last 1Y
5.9%
Last 3Y
4.2%
Last 5Y
5.7%
Last 10Y
6.8%
Since Inception
7.1%
6 Month CAGR
3.6%

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
1.48
Launched (18y ago)
Jul 04, 2006
AUM in Crores
1557.452
ISIN
INF194K01KC6
Lock-in
No Lock-in
Benchmark
Nifty Medium Duration Debt Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.7
Standard Deviation (5yr)
2.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-2.574
Sharpe Ratio (5yr)
-0.705
YTM
7.45
Fund Managers

Suyash Choudhary

Fund Manager

Sreejith Balasubramanian

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 (PIDCW-M)70%7,90,628 58,0163.2%
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 2024-06-14

Top Debt Holdings

7.26% govt stock 2033

33.5%
33.5%

national bank for agriculture and rural development

11.3%
11.3%

7.1% govt stock 2029

8%
8%

bajaj housing finance ltd. 8.04%

6.4%
6.4%

indian railway finance corporation limited

6.4%
6.4%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 145,265 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 38 equity,214 debt and 27 hybrid funds.amc-img
phone-img022-66289999
Fund NameScripbox Opinion
Till Date CAGR

5%

5.4%

1.3%

1.9%

1.3%

1.9%

1.3%

1.9%

24.5%

17.9%

Bandhan Bond Fund Medium Term Plan (PIDCW-M) Review

Bandhan Bond Fund Medium Term Plan (PIDCW-M) is a Medium Term Debt fund and has delivered an annualised return of 5% over a period of 17 years. The fund was previously known as IDFC Bond M/T Reg Mn IDCW-P. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Sreejith Balasubramanian, Suyash Choudhary.

Nav of Bandhan Bond Fund Medium Term Plan (PIDCW-M) as of 6/14/2024 is ₹10.26 with the total AUM as of 6/18/2024 is ₹1557.452. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Bond Fund Medium Term Plan (PIDCW-M) was launched on Jul 04, 2006. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Bandhan Bond Fund Medium Term Plan (PIDCW-M) 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 (PIDCW-M) 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 TR INR.

Bandhan Bond Fund Medium Term Plan (PIDCW-M) is rated as a 3 fund in Debt and delivered 0.1% 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 (PIDCW-M).

Frequently Asked Questions

What is Bandhan Bond Fund Medium Term Plan (PIDCW-M)?

Bandhan Bond Fund Medium Term Plan (PIDCW-M) is a Medium Term 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 (PIDCW-M)?

You can invest in Bandhan Bond Fund Medium Term Plan (PIDCW-M) 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 (PIDCW-M)?

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

Is Bandhan Bond Fund Medium Term Plan (PIDCW-M) good to invest in?

As per Scripbox experts, Bandhan Bond Fund Medium Term Plan (PIDCW-M) is a Neutral fund. You can investBandhan Bond Fund Medium Term Plan (PIDCW-M) 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 (PIDCW-M)?

The expense ratio of the Bandhan Bond Fund Medium Term Plan (PIDCW-M) is 1.48% for regular plan.