Mutual Funds

BANDHAN Conservative Hybrid Fund - Regular Plan - Quarterly IDCW

Bandhan Mutual FundConservative HybridModerate Risk
₹13.52+0.04 (+0.27%)

NAV as on 2026-07-17 · Hybrid · Conservative Hybrid

AUM

₹96 Cr

1Y Return

+2.4%

3Y CAGR

+6.4%

5Y CAGR

+5.3%

Expense

1.68%

Risk

Moderate

BANDHAN Conservative Hybrid Fund
₹13.52+0.27%

1Y Return

+2.4%

3Y CAGR

+6.4%

5Y CAGR

+5.3%

Since Inception

+1.9%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹13.18
₹14.35

29% from 52W low

Fund Information

Conservative HybridHybridSince 20-09-2010

Fund House

Bandhan Mutual Fund

Category

Hybrid - Conservative Hybrid

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity24.0%
Cash13.4%
Other0.5%

Market Cap Split

Large Cap22.4%
Mid Cap1.6%

Top Holdings

30 stocks
Weight1M Change
1

Bandhan Nifty 50 ETF

23.04%0.0%
2

7.3% Govt Stock 2053

15.88%0.0%
3

Triparty Repo Trp_160426

11.80%0.0%
4

8.57% Rajasthan Sdl 2028

10.55%0.0%
5

Triparty Repo Trp_040526

10.38%0.0%
6

Rural Electrification Corporation Limited

10.31%0.0%
7

Kotak Mahindra Prime Limited

10.28%0.0%
8

Godrej Industries Limited

10.28%0.0%
9

National Bank For Agriculture And Rural Development

10.27%0.0%
10

LIC Housing Finance Ltd

10.25%0.0%

Sector Allocation

Weight1M Change
Consumer Cyclical
13.6%-40%
Financial Services
5.8%0%
Technology
3.6%0%
Consumer Defensive
2.0%0%

Fundamentals

P/E Ratio

24.51

Cat avg: 23.32

P/B Ratio

3.73

Cat avg: 3.07

Dividend Yield

1.40%

Cat avg: 1.54%

Price/Sale

3.34

Price/Cash Flow

19.10

Risk Metrics (3Y)

Sharpe Ratio

-0.11

Cat avg: 0.33

Sortino Ratio

-0.14

Cat avg: 0.52

Beta

1.12

Cat avg: 1.05

Std Deviation

4.45%

Cat avg: 4.33%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Bandhan Cnsrv Hyb Reg Qt IDCW-P961.68+2.4%+6.4%+5.3%
SBI Conservative Hybrid Reg Ann IDCW-P10,1451.46+4.4%+8.6%+8.7%
Parag Parikh Cnsv Hyb Reg Mn IDCW-P3,4190.54+5.0%+10.6%+9.7%
ICICI Pru Regular Savings Bonus3,3481.42+3.1%+6.1%+7.7%
HDFC Hybrid Debt Mn IDCW-P3,2651.69+0.6%+7.3%+7.7%
Kotak Debt Hybrid Reg Mn IDCW-P2,8821.72-1.2%+6.9%+7.4%
UTI Conservative Hybrid Reg Flex IDCW-P1,6611.84-1.4%+6.8%+7.3%
Aditya BSL Regular Sav Reg Mn IDCW-P1,4901.54+4.4%+7.4%+7.4%
Nippon India Consrv Hyb Mn IDCW-P9671.54+6.4%+8.0%+7.8%
Baroda BNP P Cons Hy Reg Mn IDCW-P9441.70+2.7%+7.0%+6.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹96 Cr
Expense Ratio1.68%
Volatility (3Y)4.5%
Sharpe Ratio-0.11
Sortino Ratio-0.14
Beta1.12
Min SIP₹500
Min Lumpsum₹5,000
Holdings28

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Moderate risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.