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  • Bandhan Mutual Funds
  • Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A)

Formerly IDFC Bond S/T Reg Prdic IDCW-P

Bandhan Mutual Funds

Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A)

DebtShort Term

19.1128

NAV (Mar 27)

4.9%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

Short 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.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by 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

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

Invest in this fund
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

19.1128

NAV (Mar 27)

Fund Returns

Last 1Y
7%
Last 3Y
4.9%
Last 5Y
6.3%
Last 10Y
NA
Since Inception
6.8%
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 short term such that the Macaulay duration of the portfolio is between 1 year and 3 years.

Expense Ratio
0.77
Launched (9y ago)
Jan 19, 2015
AUM in Crores
8631.395
ISIN
INF194KA1SO1
Lock-in
No Lock-in
Benchmark
Nifty Short Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.4
Standard Deviation (5yr)
1.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.274
Sharpe Ratio (5yr)
0.696
YTM
7.63
Fund Managers

Suyash Choudhary

Fund Manager

Sreejith Balasubramanian

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A)70%8,52,757 1,20,1456.3%
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 2024-03-27

Top Debt Holdings

7.1% govt stock 2029

25.7%
25.7%

7.17% govt stock 2030

9.1%
9.1%

hdfc bank limited

4.6%
4.6%

bajaj housing finance ltd. 8.04%

4.3%
4.3%

small industries development bank of india

3.7%
3.7%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,349 cr

₹ 14,455 cr

₹ 13,853 cr

₹ 12,072 cr

₹ 11,011 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 141,470 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

5.2%

5.2%

2.6%

2.7%

2.6%

2.7%

2.6%

2.7%

27.4%

17.4%

Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A) Review

Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A) is a Short Term Debt fund and has delivered an annualised return of 6.8% over a period of 9 years. The fund was previously known as IDFC Bond S/T Reg Prdic 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 Short Term Plan Periodic (PIDCW-A) as of 3/27/2024 is ₹19.11 with the total AUM as of 3/28/2024 is ₹8631.395. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A) was launched on Jan 19, 2015. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A) 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 Short Term Plan Periodic (PIDCW-A) 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 Short Duration Debt TR INR.

Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A) is rated as a 3 fund in Debt and delivered 7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A).

Frequently Asked Questions

What is Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A)?

Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A) is a Short 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 Short Term Plan Periodic (PIDCW-A)?

You can invest in Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A) 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 Short Term Plan Periodic (PIDCW-A)?

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

Is Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A) good to invest in?

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

The expense ratio of the Bandhan Bond Fund Short Term Plan Periodic (PIDCW-A) is 0.77% for regular plan.