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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: 807.63 Cr As on 29-11-2024(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 10-01-2025

24.301

-0.28 (-1.1687%)

CAGR Since Inception

11.68%

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 Type:
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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 16.66 18.92 11.25 15.51 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 22.05 23.78 13.98 14.71 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 19.36 28.16 19.73 23.26 12.44
Kotak Equity Hybrid - Growth 25-11-1999 18.93 19.67 13.47 17.11 12.75
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 18.3 27.13 14.77 25.04 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 17.37 20.93 13.76 18.13 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 17.34 21.85 15.12 17.25 12.19
HSBC Aggressive Hybrid Fund - Regular Growth 05-01-2013 17.34 21.25 11.2 14.2 11.28
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 17.34 21.94 15.22 17.31 12.24
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 17.17 21.45 14.77 17.82 12.04

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

19.84%

Others

24.18%

Large Cap

44.05%

Mid Cap

11.93%

Scheme Documents

There are no scheme documents available

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