BANDHAN Credit Risk Fund - Regular Plan Growth

(Erstwhile IDFC Credit Opportunities Fund-Regular Plan-Growth)

Category: Debt: Credit Risk
Launch Date: 27-02-2017
Asset Class: Fixed Income
Benchmark: NIFTY Credit Risk Bond Index B-II
Expense Ratio: 1.69% As on ( 30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 300.47 Cr As on ( 29-11-2024)
Turn over:
NAV as on 23-12-2024

15.7774

0.01 ( 0.0583% )

CAGR Since Inception

6.02%

NIFTY Credit Risk Bond Index B-II 7.31%

PERFORMANCE of BANDHAN Credit Risk Fund - Regular Plan Growth

Scheme Performance (%) Data as on - 20-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
BANDHAN Credit Risk Fund - Regular Plan Growth 7.27 5.35 5.5 - 6.02
Benchmark - - - - -
Debt: Credit Risk 7.9 9.05 6.57 6.43 6.53

Yearly Performance (%)

Fund Managers

Gautam Kaul, Sreejith Balasubramanian, Debraj Lahiri

Investment Objective

The Fund seeks to generate returns by predominantly investing in a portfolio of corporate debt securities across the credit spectrum within the investment grade.

RETURNS CALCULATOR for BANDHAN Credit Risk Fund - Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

Key Performance and Risk Statistics of BANDHAN Credit Risk Fund - Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BANDHAN Credit Risk Fund - Regular Plan Growth 1.07 -0.64 2.99 1.83 7.96 3.68
Debt: Credit Risk - - - - - -

PEER COMPARISION of BANDHAN Credit Risk Fund - Regular Plan Growth

Period
Data as on - 20-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BANDHAN Credit Risk Fund - Regular Plan Growth 27-02-2017 7.27 6.56 5.35 5.5 0.0
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 05-04-2015 11.87 9.41 8.61 8.31 0.0
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 8.43 7.79 6.87 7.33 7.82
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 8.19 7.42 6.17 7.27 7.7
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 8.19 7.99 6.67 5.33 6.04
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 8.1 7.66 6.68 8.14 0.0
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 8.02 7.51 6.33 6.65 6.85
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 7.99 8.18 6.84 7.05 7.51
UTI Credit Risk Fund - Regular Plan - Growth Option 10-11-2012 7.88 7.17 6.1 0.9 3.07
DSP Credit Risk Fund - Regular Plan -Growth 05-05-2003 7.74 11.57 10.78 7.96 6.78

PORTFOLIO ANALYSIS of BANDHAN Credit Risk Fund - Regular Plan Growth

Asset Allocation (%)