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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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 19 Cr As on 31-03-2025(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.
NAV as on 25-04-2025

43.5976

-0.34 (-0.7766%)

CAGR Since Inception

10.16%

Benchmark: 12.22%

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
-
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 7.75 18.23 12.78 17.51 9.36
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 15.02 16.82 12.35 15.83 7.28
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 13.33 15.49 13.44 - -
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 12.73 23.53 18.38 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 12.31 21.51 14.87 18.73 12.05
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 12.19 14.72 12.11 12.43 -
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 12.16 24.93 19.2 27.11 18.86
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 11.92 18.98 15.58 - -
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 11.78 18.32 13.42 16.23 10.6
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 11.62 15.28 11.31 - -

Scheme Characteristics

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

Riskometer

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PORTFOLIO

Market Cap Distribution

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

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