BANDHAN Hybrid Equity 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: 2.35% As on (30-08-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 789.01 Cr As on 30-08-2024(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. |
25.476
0.05 (0.208%)
12.87%
Benchmark: 12.75%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
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 | 10.14 |
| Sharpe Ratio | 0.69 |
| Alpha | 1.98 |
| Beta | 1.08 |
| Yield to Maturity | 7.51 |
| Average Maturity | 12.34 |
PEER COMPARISON
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
39.64%
Others
51.42%
Large Cap
87.3%
Mid Cap
22.6%
