Loading mutual fund details…
BANDHAN Conservative Hybrid Fund - Regular Plan - Growth is a hybrid scheme managed by Bandhan Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 6.10%, with the bottom and top quartiles at 5.57% and 7.32% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.95% on assets of ₹98Cr. The fund is currently managed by Gaurav Satra, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Bandhan Nifty 50 ETF | Others | 11.48% |
| 8.4% Godrej Industries Limited | Others | 5.15% |
| 7.77% REC Limited | Others | 5.15% |
| 8.12% Kotak Mahindra Prime Limited | Others | 5.15% |
| 7.7% National Bank For Agriculture and Rural Development | Others | 5.14% |
| 7.75% LIC Housing Finance Limited | Others | 5.13% |
| Small Industries Development Bank | Others | 5.01% |
| 8.5% Godrej Housing Finance Limited | Others | 4.12% |
| 8.1% Aadhar Housing Finance Limited | Others | 4.08% |
| 8.28% GOI 2027 | Others | 2.71% |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | Consumer Cyclical | 2.47% |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | Consumer Cyclical | 2.15% |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | Technology | 1.79% |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | Financial Services | 1.74% |
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | Consumer Cyclical | 1.40% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | Financial Services | 1.16% |
| ITC LIMITED EQ NEW FV RE.1/- | Consumer Defensive | 1.03% |
| MARUTI SUZUKI INDIA LIMITED EQ | Consumer Cyclical | 0.68% |
| Corporate Debt Market Development Fund Class A2 | Others | 0.44% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobiles | 2 | 2.83% |
| Consumer Durables | 1 | 2.47% |
| IT - Software | 1 | 1.79% |
| Banks | 1 | 1.74% |
| Auto Components | 1 | 1.40% |
| Finance | 1 | 1.16% |
| Diversified FMCG | 1 | 1.03% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -1.76% | 3.14% | 6.23% | 9.66% | 14.90% | 91.2% |
| 3Y | 4.55% | 5.57% | 6.10% | 7.32% | 8.60% | 100.0% |
| 5Y | 4.94% | 5.66% | 6.29% | 6.59% | 7.65% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 53.1% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 5 data points.
| 5Y |
|---|
| Star |
|---|