The scheme primarily aims to generate regular returns by predominantly investing in debt oriented mutual fund schemes and a small portion of scheme's assets will be invested in equity oriented MF schemes.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Feb 05, 2010
7.5
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.1 %
Expense Ratio
1.95%
Volatility
3.36 %
Fund House
Bandhan Mutual Fund
Fund Manager
Viraj Kulkarni, Harshal Joshi, Ritika Behera, Gaurav Satra, Brijesh Shah
This fund has moderate ups and downs compared to equity funds and can give better returns than fixed income instruments as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 3 years or more
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.