Bandhan Aggressive Hybrid Fund-Regular Plan Growth
(Erstwhile IDFC Balanced Fund-Regular Plan-Growth)
Fund House: Bandhan Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 05-12-2016 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.36% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 751.52 Cr As on 28-02-2025(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. |
23.818
0.12 (0.5164%)
11.07%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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 | 11.38 |
| Sharpe Ratio | 0.4 |
| Alpha | 0.89 |
| Beta | 1.1 |
| 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 Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 9.83 | 19.03 | 11.75 | 21.95 | - |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 15.51 | 22.25 | 13.86 | 21.01 | 12.1 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 10.85 | 22.21 | 14.09 | 19.59 | - |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 10.39 | 18.8 | 10.92 | 19.3 | 11.3 |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 10.07 | 21.59 | 15.11 | 24.97 | 11.5 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
15.84%
Others
25.14%
Large Cap
48.07%
Mid Cap
11.7%
