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BANDHAN Hybrid Equity Fund-Regular Plan Growth

(Erstwhile IDFC Balanced Fund-Regular Plan-Growth)
Fund House: Bandhan Mutual Fund
Invest in this Scheme
Category: Hybrid: Aggressive
Launch Date: 05-12-2016
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.32% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 825.66 Cr As on 31-12-2024(Source:AMFI)
Turn over: 24% | Exit Load: Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months.
NAV as on 04-02-2025

23.946

0.33 (1.3656%)

CAGR Since Inception

11.37%

Benchmark: 12.41%

PERFORMANCE

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

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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
7 Years 0 Months
There is no value for 4x
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 long term capital appreciation along with current income by investing in a mix of equity and equity related securities, debt securities and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.41
Sharpe Ratio 0.56
Alpha 2.74
Beta 1.08
Yield to Maturity 7.51
Average Maturity 12.34

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
BANDHAN Hybrid Equity Fund-Regular Plan Growth 05-12-2016 13.05 18.27 11.77 15.19 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 18.5 23.07 14.52 14.2 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.13 21.32 12.91 14.87 12.29
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 15.06 21.11 15.3 18.22 11.67
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 15.03 21.35 14.23 17.87 -
Kotak Equity Hybrid - Growth 25-11-1999 14.94 18.69 13.26 16.55 12.06
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 14.05 21.21 15.46 17.19 11.81
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 14.04 21.29 15.56 17.24 11.86
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 13.49 15.11 7.71 11.41 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.18 17.02 11.13 13.37 11.35

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

20.21%

Others

23.29%

Large Cap

40.78%

Mid Cap

15.72%

Scheme Documents

There are no scheme documents available

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