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Bandhan Conservative Hybrid Fund(Q-IDCW)
IDCW
HybridConservative Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 119 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
16.600.05% (-0.01)
Price Chart
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Returns
0.00%
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5Y
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SIP
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6M
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SIP
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HybridConservative Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 119 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.99 | 7.30 | 1.43 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.37 | 7.38 | 1.83 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| — |
About Conservative Hybrid Fund
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
Peers & Comparison
Comparing 3 mutual funds from
HybridConservative Hybrid Fund
HybridConservative Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Bandhan Conservative Hybrid Fund(Q-IDCW) | 2.66% | 1.69% | 2.97% |
| SBI Conservative Hybrid Fund(A-IDCW Payout) | 11.85% | 9.95% | 7.09% |
| HDFC Hybrid Debt Fund(Q-IDCW Reinv) | 3.36% | 3.34% | 1.82% |
| ICICI Pru Regular Savings Fund(H-IDCW Payout) | -1.82% | 0.67% | 3.12% |
Price Comparison
Compare Bandhan Conservative Hybrid Fund(Q-IDCW) with any MF, ETF, stock or indexCompare Bandhan Conservative Hybrid Fund(Q-IDCW) with any MF, ETF, stock or index
Bandhan Conservative Hybrid Fund(Q-IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
G-Sec
G-Sec as a % of total holdings for last six quarters
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- TVS Motor Company Ltd3M change : -0.25 %
Holdings
1.42 %
-0.25 % - UNO Minda Ltd3M change : -0.15 %
Holdings
1.08 %
-0.15 % - Tata Consultancy Services Ltd3M change : -0.07 %
Holdings
0.85 %
-0.07 %
AMC Profile
Hmm, looks like data is unavailable here. Please come back after some timeFund Manager Profile
Viraj Kulkarni
AUM: ₹9,683.12 Cr.
|
Exp: 9yrs
Harshal Joshi
AUM: ₹53,236.52 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Hybrid: Conservative Hybrid Fund
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
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Historical
Income
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₹10 Lakh - ₹12 Lakh
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Opinions and Fund Reviews
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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 before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
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 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%