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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 19.6 Cr As on 30-04-2025(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.

45.4157

10.31%

PERFORMANCE

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

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
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 4.37 15.2 15.44 15.94 9.75
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 12.98 16.54 14.09 15.34 7.45
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 11.64 14.92 15.35 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 10.1 15.11 14.21 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 9.86 13.86 13.38 11.5 -
ICICI Prudential Asset Allocator Fund (FOF) - Growth 10-12-2003 9.84 15.92 15.42 16.25 12.31
Nippon India Multi Asset Active FoF - Regular Plan - Growth Option 07-02-2021 9.8 21.52 21.59 - -
HDFC Multi-Asset Active FOF - Growth Option 01-05-2021 9.27 17.02 17.51 - -
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 9.14 18.62 17.83 - -
HSBC Multi Asset Active FOF - Growth 30-04-2014 9.09 19.53 19.53 19.59 13.79

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

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