Bandhan Aggressive Hybrid Fund-Regular Plan Growth
Category: Hybrid: Aggressive
Launch Date: 05-12-2016
Riskometer: Very High
Asset Class
Mixed Asset
Status
Open Ended Schemes
Fund Managers
Mr. Prateek Poddar & Mr. Harshal Joshi
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.
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio
2.29% As on (31-05-2025)
Minimum Investment | Top up
1000.0 | 1000.0
Total Assets
901.79 Cr As on (30-05-2025)
Nav Movement
RETURNS CALCULATOR for Bandhan Aggressive Hybrid Fund-Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Bandhan Aggressive Hybrid Fund-Regular Plan Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 9.81 | 0.83 | 1.37 | 1.12 | 7.51 | 12.34 |
| Hybrid: Aggressive | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.35 |
| N/A | 22.0 |
| Information Technology | 6.6 |
| Healthcare | 6.46 |
| Oil, Gas & Consumable Fuels | 4.64 |
| Automobile and Auto Components | 4.48 |
| Consumer Services | 4.04 |
| power | 3.81 |
| Consumer Durables | 3.43 |
| Telecommunication | 2.97 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| 7.3% Government of India | 9.06 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.8 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.65 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.64 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.33 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.97 |
| 7.65% Bajaj Housing Finance Limited | 2.96 |
| Varun Beverages Ltd | 2.8 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 2.56 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 2.47 |