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  • Bandhan Mutual Funds
  • Bandhan Savings Fund (PIDCW-M)

Formerly IDFC Regular Savings Reg IDCW-P

Bandhan Mutual Funds

Bandhan Savings Fund (PIDCW-M)

HybridConservative Hybrid

14.0521

NAV (May 17)

4.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

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

Neutral

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

Rolling Returns

Poor

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

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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

14.0521

NAV (May 17)

Fund Returns

Last 1Y
3.9%
Last 3Y
3.1%
Last 5Y
4.7%
Last 10Y
4.4%
Since Inception
NA
6 Month CAGR
2.9%

Scheme Information

Investment Objective

The primary objective of the Scheme is to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's total assets in equity securities.

Expense Ratio
2.03
Launched (14y ago)
Feb 26, 2010
AUM in Crores
116.200
ISIN
INF194K01RY5
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
3.4
Standard Deviation (5yr)
4.8
Beta (3yr)
0.94
Beta (5yr)
1.13
Sharpe Ratio (3yr)
-0.683
Sharpe Ratio (5yr)
-0.127
YTM
7.6
Fund Managers

Harshal Joshi

Fund Manager

Ritika Behera

Fund Manager

Sreejith Balasubramanian

Fund Manager

Sumit Agrawal

Fund Manager

Viraj Kulkarni

Fund Manager

Anurag Mittal

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 Savings Fund (PIDCW-M)70%8,19,921 87,3094.7%
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 2024-05-17

Top Stock Holdings

bandhan nifty 50 etf

14.7%
14.7%

7.18% govt stock 2037

12%
12%

hdfc bank limited

8.6%
8.6%

bajaj finance limited

8.6%
8.6%

small industries development bank of india

8.6%
8.6%
See all holdings

Allocation by Sector

consumer cyclical

4%
4%

financial services

2.5%
2.5%

technology

1.4%
1.4%

industrials

0.9%
0.9%

consumer defensive

0.8%
0.8%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 34,733 cr

₹ 3,402 cr

₹ 3,140 cr

₹ 2,024 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 145,138 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
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

5%

5.3%

1.3%

1.7%

1.3%

1.7%

1.3%

1.7%

25.7%

17.6%

Bandhan Savings Fund (PIDCW-M) Review

Bandhan Savings Fund (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of null% over a period of 14 years. The fund was previously known as IDFC Regular Savings Reg IDCW-P. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Anurag Mittal, Harshal Joshi, Ritika Behera, Sreejith Balasubramanian, Sumit Agrawal, Viraj Kulkarni.

Nav of Bandhan Savings Fund (PIDCW-M) as of 5/17/2024 is ₹14.05 with the total AUM as of 5/19/2024 is ₹116.2. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Savings Fund (PIDCW-M) was launched on Feb 26, 2010. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Bandhan Savings Fund (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.

Frequently Asked Questions

What is Bandhan Savings Fund (PIDCW-M)?

Bandhan Savings Fund (PIDCW-M) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Savings Fund (PIDCW-M)?

You can invest in Bandhan Savings Fund (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 Savings Fund (PIDCW-M)?

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

Is Bandhan Savings Fund (PIDCW-M) good to invest in?

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

The expense ratio of the Bandhan Savings Fund (PIDCW-M) is 2.03% for regular plan.