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Bandhan Hybrid Equity Fund(IDCW)
IDCW
HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 809 Cr
Very High RiskPrinciple investment will be at very high risk
22.130.04% (+0.01)
Price Chart
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Returns
0.00%
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HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 809 Cr
Very High RiskPrinciple investment will be at very high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.03 | 48.70 | 1.43 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 43.49 | 1.29 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
Comparing 3 mutual funds from
HybridAggressive Hybrid Fund
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Bandhan Hybrid Equity Fund(IDCW) | 16.93% | 10.40% | 10.46% |
| SBI Equity Hybrid Fund(IDCW-Payout) | 17.21% | 12.28% | 11.05% |
| ICICI Pru Equity & Debt Fund(H-IDCW) | 10.93% | 11.57% | 11.13% |
| HDFC Hybrid Equity Fund(IDCW) | 9.10% | 7.68% | 3.29% |
Price Comparison
Compare Bandhan Hybrid Equity Fund(IDCW) with any MF, ETF, stock or indexCompare Bandhan Hybrid Equity Fund(IDCW) with any MF, ETF, stock or index
Bandhan Hybrid Equity Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
G-Sec
G-Sec as a % of total holdings for last six quarters
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 2.48 %
Holdings
3.72 %
2.48 % - Infosys Ltd3M change : -0.12 %
Holdings
3.28 %
-0.12 % - Reliance Industries Ltd3M change : -0.60 %
Holdings
2.77 %
-0.60 %
AMC Profile
Hmm, looks like data is unavailable here. Please come back after some timeFund Manager Profile
Prateek Poddar
AUM: ₹3,902.88 Cr.
|
Exp: 9yrs
Harshal Joshi
AUM: ₹52,948.36 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Hybrid: Aggressive Hybrid Fund
Tax Implications
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Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%