BANDHAN CONSERVATIVE HYBRID FUND - Direct Plan - Growth

Mutual Fund · Hybrid Scheme - Conservative Hybrid Fund · As of 18 Oct 2026, 6:04 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

69/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Sharpe ratio of 0.08 — little reward for the volatility endured
✗ Sortino ratio of 0.13 — downside moves have not been well compensated

Investment Checklist

3 / 4 checks passed

✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹37.03

As of

16 Oct 2026

Fund History Available

13.8 yrs

1Y Return (CAGR)

1.6%

Moderate

3Y Return (CAGR)

7.1%

5Y Return (CAGR)

5.5%

Annualized Volatility

4.0%

Relatively stable

Sharpe Ratio (est.)

0.08

Weak risk-adj. return

Max Drawdown

-11.4%

Contained

Category Peer Comparison

Scheme	1Y Return
SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth	3.7%
DSP Conservative Hybrid Fund - Direct Plan - Growth	2.3%
HSBC Conservative Hybrid Fund - Direct Plan - Growth	1.0%
Navi Conservative Hybrid Fund-Direct Plan-Growth Option	—

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹7,17,615

Estimated Gain

₹1,17,615

Risk Flags

Estimated Sharpe ratio (0.08) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.