Bandhan Income Plus Arbitrage Fund of Funds - Direct Plan
An open-ended fund of funds scheme predominantly investing in debt oriented mutual fund schemes and arbitrage fund of Bandhan Mutual Fund.
What is an Income Plus Arbitrage Fund of Funds?
An All Seasons Bond Fund offers flexibility by adapting investments across various Bandhan debt schemes, aiming to provide steady returns while managing risk across different market conditions. It potentially creates balance by allocating assets based on prevailing economic climates.
Understanding Bandhan Income Plus Arbitrage Fund of Funds
Bond funds are a type of mutual fund investment scheme that invests in bonds. All Seasons Bond Fund is a debt-focused scheme that primarily invests in Bandhan debt mutual fund schemes, with a minimum of 95% of its assets allocated to these funds. It balances relatively high-interest rate risk with relatively low credit risk.
Depending on market conditions, Income Plus Arbitrage Fund of Fund's assets may be allocated across various debt-oriented funds, including money market and liquid funds. These may include instruments such as commercial papers, certificates of deposit, and treasury bills, with maturities of up to one year.
Income Plus Arbitrage Fund of Fund is considered moderately risky. Investors bear both the fund's recurring expenses and the expenses of the underlying schemes, which could impact returns. The fund is exposed to interest rate, market, and liquidity risks.
- Min Investment 1,000
- Min SIP Amount 100
- Exit Load
Nil (w.e.f. 11 November, 2020)
Scheme is suitable as 'Core' debt allocation and is recommended for a minimum investment horizon of 2 years
Tier 1 Benchmark : NIFTY Composite Debt Index (60%) + Nifty 50 Arbitrage Index (TRI) (40%)Alternate Benchmark : CRISIL 10 Year Gilt Index
Tier 2 Benchmark : NIFTY Short Duration Debt Index
- Performance
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Performance as on 31st December 2024
| Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 year | 3 year | 5 year | 10 year | 13/09/2004 Since inception | 1 year | 3 year | 5 year | 10 year | 13/09/2004 Since inception | |
| Bandhan All Seasons Bond Fund - Regular Plan - Growth | 7.72 | 5.89 | 6.27 | 7.10 | 7.31 | 10,779 | 11,875 | 13,557 | 19,867 | 41,950 |
| 8.26 | 5.58 | 6.75 | 7.49 | 7.54 | 10,828 | 11,770 | 13,869 | 20,612 | 43,787 | |
| 7.39 | 7.62 | 8.25 | 8.17 | 7.92 | 10,739 | 12,465 | 14,868 | 21,943 | 30,327 | |
| 9.51 | 5.87 | 5.61 | 6.62 | 6.02 | 10,960 | 11,868 | 13,143 | 18,996 | 32,766 | |
| ^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark | ||||||||||
This fund is managed by Mr. Harshal Joshi (w.e.f 15/07/2016)
View fund performance of other funds managed by Mr. Harshal Joshi
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
Taxation:
For taxation, please refer the link : https://bit.ly/46xQzi1
Bandhan Income Plus Arbitrage Fund of Funds
(Scheme Risk-o-meter)
NIFTY Composite Debt Index (60%) + Nifty 50 Arbitrage Index (TRI) (40%)
(Tier 1 Benchmark Risk-o-meter)
NIFTY Short Duration Debt Index
(Tier 2 Benchmark Risk-o-meter)
This product is suitable for investors who are seeking* :
- To generate short to medium term optimal returns
- Investment in debt-oriented schemes and arbitrage fund of Bandhan Mutual Fund.
Who Should Invest in Bandhan Income Plus Arbitrage Fund of Funds?
Bandhan Income Plus Arbitrage Fund of Funds is suitable for investors with short-term goals, as it invests in funds with shorter maturity periods.
Investors with a moderate risk appetite, comfortable with interest rate risk, may find this fund suitable. It invests across debt securities, making it ideal for those seeking multiple debt fund exposure but not suitable for those wanting broader asset class diversification.
FAQs on Bandhan Income Plus Arbitrage Fund of Funds
What is an All-Weather Bond Fund?
An All-Weather Bond Fund may also be known as an All Seasons Bond Fund. The fund aims to potentially generate optimal returns by active management of a portfolio that invests predominantly in debt schemes.
What securities does an Bandhan Income Plus Arbitrage Fund of Funds invest in?
All Seasons Bond Funds are a debt instrument. Bandhan Income Plus Arbitrage Fund of Funds is a fund of fund scheme that invests in other Bandhan debt funds. According to the mandate, at least 95% of their assets must be invested in other Bandhan debt schemes. Up to 5% of the fund's assets can be invested in debt and money market securities.
Is Bandhan Income Plus Arbitrage Fund of Funds risky?
Bandhan Income Plus Arbitrage Fund of Funds is categorised as a moderately risky investment option. As a debt Fund of Fund scheme, it is invested in money market and liquid schemes, which may potentially reduce the risk level.
Should I invest in an Income Plus Arbitrage Fund of Funds for the long-term?
All Season Funds aim to potentially generate short to medium-term optimal returns. They invest in money market and liquid instruments, consequently, this fund may not be suitable for investors seeking a long-term investment.
Is Bandhan Income Plus Arbitrage Fund of Funds a diverse investment option?
Bandhan Income Plus Arbitrage Fund of Funds is a FOF that invests at least 95% of its assets across Bandhan debt schemes. This fund can help investors diversify their debt holdings, however, it may not be a suitable investment for diversification across asset classes.