- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Bond Fund Medium Term Plan (RIDCW-M)
Formerly IDFC Bond M/T Reg Mn IDCW-R
Bandhan Bond Fund Medium Term Plan (RIDCW-M)
₹ 10.2263
NAV (Apr 16)
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
₹ 10.2263
NAV (Apr 16)
Fund Returns
Last 1Y | -0.6% |
Last 3Y | 1.3% |
Last 5Y | 3.5% |
Last 10Y | 3.3% |
Since Inception | 5% |
6 Month CAGR | 0.4% |
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 | 1.49 |
Launched (18y ago) | Jul 04, 2006 |
AUM in Crores | 1643.527 |
ISIN | INF194K01KB8 |
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) | 2.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -2.09 |
Sharpe Ratio (5yr) | -0.587 |
YTM | 7.43 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Bond Fund Medium Term Plan (RIDCW-M) | 7,96,375 | 63,763 | 3.5% | |
| 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
7.26% govt stock 2033
30.8%national bank for agriculture and rural development
10.7%7.1% govt stock 2029
10.1%bajaj housing finance ltd. 8.04%
6.1%indian railway finance corporation limited
6.1%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.2% | ||
1.4% | 1.5% | ||
1.4% | 1.5% | ||
1.4% | 1.5% | ||
26.4% | 17.4% |
Bandhan Bond Fund Medium Term Plan (RIDCW-M) Review
Bandhan Bond Fund Medium Term Plan (RIDCW-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-R. 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 (RIDCW-M) as of 4/16/2024 is ₹10.23 with the total AUM as of 4/18/2024 is ₹1643.527. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Bond Fund Medium Term Plan (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-M) is rated as a 3 fund in Debt and delivered -0.6% 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 (RIDCW-M).
Frequently Asked Questions
What is Bandhan Bond Fund Medium Term Plan (RIDCW-M)?
How to invest in Bandhan Bond Fund Medium Term Plan (RIDCW-M)?
You can invest in Bandhan Bond Fund Medium Term Plan (RIDCW-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 (RIDCW-M)?
The minimum sip amount for Bandhan Bond Fund Medium Term Plan (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Bond Fund Medium Term Plan (RIDCW-M) good to invest in?
As per Scripbox experts, Bandhan Bond Fund Medium Term Plan (RIDCW-M) is a Neutral fund. You can investBandhan Bond Fund Medium Term Plan (RIDCW-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 (RIDCW-M)?
The expense ratio of the Bandhan Bond Fund Medium Term Plan (RIDCW-M) is 1.49% for regular plan.