Bandhan Mutual Fund Hybrid Conservative Hybrid Fund
Expense Ratio
1.05%
AUM
₹15.18 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-10.17%
Poor
6 Months
+4.44%
Below Average
1 Year
+6.63%
Below Average
3 Years
+8.64%
Below Average
5 Years
+6.72%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹15.18 Cr
Recent Trend
Declining
Stability Score
9.1
Growth Assessment
Significant Decline

Growth Performance

Historical returns

1Y
Annual Growth
-25.35%
3Y
3Y CAGR
-52.23%
5Y
5Y CAGR
+14.35%

Growth Assessment: Significant Decline

• Significant outflows require attention

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
3.70%
Annualized standard deviation
Sharpe Ratio
0.398
Poor - Risk-adjusted return
Max Drawdown
-5.10%
Low - Worst decline
Consistency
73.8%
Performance consistency

Volatility Breakdown

Daily Volatility
0.23%
Average daily price movement
Annualized Volatility
3.70%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance