Category: Hybrid: Aggressive |
Launch Date: 05-12-2016 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
Expense Ratio: 2.25% As on ( 30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 988.65 Cr As on ( 30-06-2025) |
Turn over: 24 |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 7.47 | 15.84 | 19.18 | - | 11.7 |
Benchmark | - | - | - | - | - |
Hybrid: Aggressive | 1.89 | 15.5 | 18.11 | 11.53 | 13.1 |
Mr. Prateek Poddar & Mr. Harshal Joshi
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.
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 9.81 | 1.08 | 1.77 | 1.11 | 7.51 | 12.34 |
Hybrid: Aggressive | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 7.47 | 17.07 | 15.84 | 19.18 | 0.0 |
SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 7.69 | 16.17 | 14.3 | 16.66 | 12.05 |
DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 6.09 | 17.55 | 16.55 | 17.8 | 12.33 |
PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 5.57 | 12.35 | 13.94 | 14.33 | 8.37 |
ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 4.83 | 19.78 | 20.01 | 25.21 | 15.37 |
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 3.95 | 19.22 | 17.26 | 16.69 | 0.0 |
HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 3.24 | 12.11 | 14.29 | 18.24 | 12.15 |
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 3.2 | 17.83 | 18.31 | 20.25 | 12.3 |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 3.2 | 17.78 | 18.22 | 20.18 | 12.25 |
Nippon India Aggressive Hybrid Fund - Growth Plan | 05-06-2005 | 3.07 | 15.45 | 16.39 | 19.37 | 9.91 |