Bandhan Regular Savings Fund Regular Plan Growth

• Alpha -4.06%
• Beta 1.17
• Sharpe Ratio0.23
• Std Deviation 3.45%
• Tracking Error 2.65%

The primary objective of the Scheme is to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's total assets in equity securities.

The Bandhan Regular Savings Fund Regular Plan Growth has an AUM of 131.98 crores & has delivered CAGR of 6.05% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.07%. The minimum investment in Bandhan Regular Savings Fund Regular Plan Growth is Rs 1000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The top holdings of the fund include 5.63% Govt Stock 2026, IDFC Nifty ETF, 08.07 GJ Sdl 2025 & Triparty Repo.

The major sectors where the fund is invested are Regional Banks, Recreational Products, Consumer Financial Services & Software & Programming.

Some of the similar funds are Franklin India Debt Hybrid Fund Growth, DSP Regular Saving Fund Regular Plan Growth, HSBC Conservative Hybrid Fund Growth, LIC MF Conservative Hybrid Fund Growth, Bandhan Regular Savings Fund Regular Plan Growth. Bandhan Regular Savings Fund Regular Plan Growth has a sharpe ratio of 0.23 & a standard deviation of 3.45%.