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: 2.32% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 825.66 Cr As on 31-12-2024(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. |
23.906
0.25 (1.0332%)
11.43%
Benchmark: 12.55%
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
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 | 13.49 | 17.78 | 10.25 | 14.88 | - |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 18.99 | 22.51 | 12.99 | 14.2 | - |
| Kotak Equity Hybrid - Growth | 25-11-1999 | 15.82 | 18.52 | 12.43 | 16.61 | 12.52 |
| JM Aggressive Hybrid Fund (Regular) -Growth Option | 01-04-1995 | 15.35 | 27.0 | 18.53 | 22.72 | 12.24 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 14.92 | 20.94 | 14.31 | 16.83 | 11.99 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 14.9 | 21.02 | 14.4 | 16.89 | 12.04 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 14.87 | 20.34 | 11.06 | 14.94 | 12.23 |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 14.68 | 20.5 | 13.93 | 17.33 | 11.9 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 14.66 | 20.2 | 12.86 | 17.76 | - |
| HSBC Aggressive Hybrid Fund - Regular Growth | 05-01-2013 | 14.45 | 19.91 | 10.15 | 13.65 | 10.94 |
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
20.21%
Others
23.29%
Large Cap
40.78%
Mid Cap
15.72%
Scheme Documents
There are no scheme documents available
