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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 20-01-2025

43.0292

0.13 (0.2989%)

CAGR Since Inception

10.25%

Benchmark: 12.55%

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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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 11.46 17.78 10.39 12.47 9.11
HSBC Managed Solutions - Growth - Growth 30-04-2014 18.47 25.32 16.21 21.55 19.97
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 17.28 19.93 16.23 19.82 14.09
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 16.16 22.16 16.27 - -
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 15.97 18.04 11.6 - -
HSBC Managed Solutions - Moderate - Growth 30-04-2014 15.02 20.29 12.56 16.72 13.04
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 14.1 18.75 12.05 15.16 11.51
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 13.51 19.15 12.36 15.66 11.87
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.9 12.93 9.71 7.8 6.4
HDFC Asset Allocator Fund of Funds - Growth Option 07-05-2021 12.75 16.75 13.67 - -

Scheme Characteristics

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

Riskometer

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PORTFOLIO

Market Cap Distribution

Scheme Documents

There are no scheme documents available

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