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

Fund House: Bandhan Mutual Fund
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 (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 1,000
Minimum Topup: 1,000
Total Assets: 18.05 Cr As on 28-02-2025(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.

42.8758

10.1%

PERFORMANCE

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

Created with Highstock 2.1.5Rate of ReturnBANDHAN Asset Allocation Fund - Regular Plan -Aggressive Plan - GrowthBANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - GrowthAK Hybrid Aggressive TRIFund of Funds-Domestic-HybridGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
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 7.85 19.63 11.85 18.33 9.16
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 13.82 23.83 17.45 - -
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.82 15.33 10.94 10.41 6.84
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 12.48 21.12 13.54 19.57 11.62
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 12.45 16.15 12.47 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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