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Bandhan Bond Fund - Income Plan

Growth
68.200.06% (-0.04)

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Bandhan Bond Fund - Income Plan

Growth
DebtMedium to Long Duration Fund
Small-size FundAssets Under Mgmt: ₹ 483 Cr
Moderate RiskPrinciple investment will be at moderate risk
68.200.06% (-0.04)

Price Chart

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Returns
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1M
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Max
SIP
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1M
6M
1Y
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5Y
Max
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DebtMedium to Long Duration Fund
Small-size FundAssets Under Mgmt: ₹ 483 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.327.262.19
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.147.212.44

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil for 10% of investment and 1% for remaining investment on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY Medium to Long Duration Debt Index

About Medium to Long Duration Fund

Medium to long duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 7 years. They have lower maturity than long duration funds.

Peers & Comparison

Comparing 3 mutual funds from 
DebtMedium to Long Duration Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Bandhan Bond Fund - Income Plan8.47%5.42%7.84%
ICICI Pru Bond Fund8.98%6.92%8.16%
Aditya Birla SL Income Fund8.71%6.17%7.92%
Kotak Bond Fund9.29%6.66%7.83%

Price Comparison

Compare Bandhan Bond Fund - Income Plan with any MF, ETF, stock or index
Compare Bandhan Bond Fund - Income Plan with any MF, ETF, stock or index
Bandhan Bond Fund - Income Plan
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsCertificate of DepositCorporate DebtGovernment Securities0.27%5.10%10.98%24.65%59.00%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+3 moreHome FinancingPrivate BanksSpecialized FinancePublic BanksG-Sec5.78 %5.20 %6.90 %8.74 %14.38 %59.00 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2497.50%97.08%70.47%71.67%65.49%59.00%
G-Sec as a % of total holdings for last six quarters
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Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • 7.3% Government of India
    SOVEREIGN
    3M change : 11.53 %|SOVEREIGN

    Holdings

    48.22 %

    11.53 %
  • 7.4% National Bank For Agriculture and Rural Development **
    CRISIL AAA
    3M change : 5.09 %|CRISIL AAA

    Holdings

    10.31 %

    5.09 %
  • 8.098% Tata Capital Limited **
    CRISIL AAA
    3M change : -0.06 %|CRISIL AAA

    Holdings

    8.74 %

    -0.06 %

AMC Profile

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Fund Manager Profile

Suyash Choudhary

AUM:  ₹45,846.87 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Qualification

BA (Hons) Economics from Delhi University, PGDM from IIM Calcutta

Past Experience

Mr. Suyash Choudhary has an overall experience of over 11 years. He was previously designated as Head of Fund Management, Fixed Income at HSBC Asset Management (India) Pvt Ltd wherein he was responsible forinvestments of all fixed income funds. In his previous assignment at Standard Chartered Asset Management Co. Pvt. Ltd. he was designated as fund manager before which he started his career at Deutsche Bank in Mumbai.

Funds Managed (14)

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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