Bandhan Aggressive Hybrid Fund Direct Growth

Bandhan Aggressive Hybrid Fund Direct Growth

Get the latest NAV of Bandhan Aggressive Hybrid Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹27.90

3.3%1D

NAV as on 12 May 2025

13.05%/per year

Since Inception

Absolute Gain%

109 people have invested ₹ 10.4L in Bandhan Aggressive Hybrid Fund Direct Growth in the last three months

Fund Performance

as on (12-May-25)

Period
This Fund
Aggressive Allocation Index
1 Month
6.1%
6.08%
3 Months
7.01%
5.76%
6 Months
2.53%
1.09%
1 Year
16.39%
11.17%
3 Years
18.56%
17.37%
5 Years
22.56%
21.09%

Bandhan Aggressive Hybrid Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

13
/19
47% Performance
33% Risk Management
42% Cost

Ranked 13 out of 19 mutual funds in the aggressive allocation category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Bandhan Aggressive Hybrid Fund
13/19
819Cr
1.01%
16.39%
18.56%
13.05%
ICICI Prudential Equity & Debt Fund Direct Growth
2/19
40,962Cr
1%
13.6%
21.88%
17.81%
DSP Aggressive Hybrid Fund Direct Growth
3/19
10,829Cr
0.71%
20.36%
20.88%
14.74%
HDFC Hybrid Equity Fund Direct Growth
9/19
23,229Cr
1.08%
12%
16.93%
15.16%

Bandhan Aggressive Hybrid Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit


Total Corpus

0

Absolute Return

Bandhan Aggressive Hybrid Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 76.9%

Debt & Cash 23.1%

Large cap
51.2%

Small cap
14.8%

Mid cap
10.9%

Bandhan Aggressive Hybrid Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 76.9%

Debt & Cash 23.1%

Financial Services
21.9%
Consumer Cyclical
18.7%
Industrial
11.8%
Tech
11%
Health
9.8%
Basic Materials
8.1%
Energy
5.3%
Communication
5.2%
Utilities
4.9%
Consumer Defensive
2.4%
Real Estate
0.9%

Top 3 Sectors in March were Government, Corporate & Financial Services

Mar'25

Government

49%

Corporate

35%

Financial Services

28%

Feb'25

Government

51%

Corporate

35%

Financial Services

27%

Bandhan Aggressive Hybrid Fund Holdings Details

as on (30-Apr-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
ICICI Bank Ltd
5.63%
3.7%
Reliance Industries Ltd
3.58%
4.1%
Axis Bank Ltd
3.21%
12.2%
Bharti Airtel Ltd
3.19%
100%
Tata Consultancy Services Ltd
2.8%
128.9%
Top Stocks bought last month
Varun Beverages Ltd's allocation increased from 1.9% to 2.56%
Varun Beverages Ltd's allocation increased from 1.9% to 2.56%
Top Stocks sold last month
Bajaj Finance Limited's allocation decreased from 5.26 % to 0.61 %
Bajaj Finance Limited's allocation decreased from 5.26 % to 0.61 %
HDFC Bank Limited's allocation decreased from 3.43 % to 0.6 %
HDFC Bank Limited's allocation decreased from 3.43 % to 0.6 %
Rec Limited's allocation decreased from 0.6 % to 0.36 %
Rec Limited's allocation decreased from 0.6 % to 0.36 %

Bandhan Aggressive Hybrid Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.01%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹819 Cr
Inception Date30 December, 2016
Min Lumpsum/SIP₹1000/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
117.41%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Bandhan Aggressive Hybrid Fund

Bandhan Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 30 December, 2016. The fund is managed by Prateek Poddar, Harshal Joshi. This fund gives you the benefit of diversification.

Key Parameters

  1. Bandhan Aggressive Hybrid Fund Direct Growth has ₹819 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 1.

Returns

Bandhan Aggressive Hybrid Fund Direct Growth has given a CAGR return of 13.05% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 16.39%, 18.56% and 22.56% respectively.

Holdings

Bandhan Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Cash Equivalent, Tech, Consumer Cyclical, Health, Basic Materials, Industrial, Utilities, Energy, Consumer Defensive, Communication, Real Estate.

Taxation

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Bandhan Aggressive Hybrid Fund Direct Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Bandhan Aggressive Hybrid Fund Direct Growth has no lock in period.

Fund Manager

Prateek Poddar

Fund Manager of Bandhan Aggressive Hybrid Fund Direct Growth, since 7 June 2024

Harshal Joshi

Fund Manager of Bandhan Aggressive Hybrid Fund Direct Growth, since 28 July 2021

Learn more about Bandhan Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 818.8 Cr
₹ 751.5 Cr
₹ 825.7 Cr
  • AUM of the fund stands at 818.8 Cr as of Mar'25
  • AUM increased by 67.2 Cr between Mar'25 and Feb'25

Frequently Asked Questions for Bandhan Aggressive Hybrid Fund Direct Growth

What is the current NAV of Bandhan Aggressive Hybrid Fund Direct Growth?

The current NAV of Bandhan Aggressive Hybrid Fund Direct Growth is ₹27.9 as on 12-May-2025.

What are the average returns of Bandhan Aggressive Hybrid Fund Direct Growth?

Existing (Absolute + CAGR) as on 12-May-2025.
Bandhan Aggressive Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
6.1%
6.1%
6 Month Returns
2.53%
2.53%
1 Year Returns
16.39%
16.39%
3 Years Returns
66.66%
18.56%

How do I invest in Bandhan Aggressive Hybrid Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Bandhan Aggressive Hybrid Fund Direct Growth?

1.01% as on April 2025

What is net assets under management (AUM) of Bandhan Aggressive Hybrid Fund Direct Growth?

₹819 Cr as on April 2025

What are the top 5 holdings of Bandhan Aggressive Hybrid Fund Direct Growth?

7.3% Govt Stock 2053(9.22%), ICICI Bank Ltd(5.63%), Reliance Industries Ltd(3.58%), Axis Bank Ltd(3.21%), Bharti Airtel Ltd(3.19%) as on April 2025

What are the top 3 sectors that this Bandhan Aggressive Hybrid Fund Direct Growth has invested in?

Financial Services(21.62%), Government(11.33%), Tech(10.08%) as on April 2025

What is the credit rating breakup of Bandhan Aggressive Hybrid Fund Direct Growth?

AAA
82.9
AA
17.1

Who is the manager of Bandhan Aggressive Hybrid Fund Direct Growth?

Prateek Poddar, Harshal Joshi are the fund managers of Bandhan Aggressive Hybrid Fund Direct Growth

What is the exit load of Bandhan Aggressive Hybrid Fund Direct Growth?

The Exit load of Bandhan Aggressive Hybrid Fund Direct Growth is 1%