Bandhan Aggressive Hybrid 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: 2.25% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,661.01 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 1.8% | Exit Load: 10% of investment: Nil |
27.288
0.13 (0.4691%)
10.78%
Benchmark: 11.67%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The Fund seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments. The Fund also seeks to generate current income by investing in debt securities and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.93 |
| Sharpe Ratio | 0.55 |
| Alpha | 6.7 |
| Beta | 0.35 |
| 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 Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 1.63 | 3.62 | 12.33 | 8.78 | - |
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
14.4%
Others
21.61%
Large Cap
54.01%
Mid Cap
9.98%
