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BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

Fund House: Bandhan Mutual Fund
Invest in this Scheme
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 20-02-2010
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 1.22% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 19 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
NAV as on 04-02-2025

43.3297

0.4 (0.9139%)

CAGR Since Inception

10.27%

Benchmark: 12.41%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
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Returns Type:
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  Period:  

Start :  
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 11 Months
14 Years 1 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate capital appreciation through investment in different mutual fund schemes primarily local funds based on a defined asset allocation model.

Current Asset Allocation (%)

Indicators

Standard Deviation 8.52
Sharpe Ratio 0.81
Alpha 1.35
Beta 0.71
Yield to Maturity -
Average Maturity 5.79

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 11.05 18.37 11.05 12.61 9.19
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 15.0 22.5 16.85 - -
HSBC Managed Solutions - Growth - Growth 30-04-2014 14.31 24.38 16.95 21.83 18.22
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 13.73 18.43 12.62 - -
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 13.55 20.05 17.18 19.8 14.04
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.67 13.47 10.61 8.2 6.44
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 12.48 13.14 11.02 10.73 -
HDFC Asset Allocator Fund of Funds - Growth Option 05-05-2021 12.42 17.45 14.3 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 12.17 14.52 10.4 - -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 11.96 13.22 11.37 - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

There are no scheme documents available

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