Bandhan Aggressive Hybrid Fund

Bandhan Aggressive Hybrid Fund

Get the latest NAV of Bandhan Aggressive Hybrid Fund. 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.

₹30.09

NAV as on 31 Jan 2026

12.89%/per year

Since Inception

Absolute Gain%

282 people have invested ₹ 25.2L in Bandhan Aggressive Hybrid Fund in the last three months

Bandhan Aggressive Hybrid Fund Performance vs. Aggressive Allocation Index

Fund returns vs Benchmark returns vs Category Average returns as on (31-Jan-26)

The fund has consistently outperformed the benchmark (Aggressive Allocation Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-1.31%
-2.14%
2.61%
14.45%
17.49%
16.29%
Aggressive Allocation Index
-2.56%
-2.17%
1.03%
6.18%
13.6%
12.54%
Aggressive Allocation Avg
-1.92%
-2.63%
-0.05%
7.78%
15.05%
14.56%
Best in Aggressive Allocation
-0.58%
0.07%
3.12%
14.45%
20.17%
22.07%
Worst in Aggressive Allocation
-4.04%
-5.1%
-2.1%
3.85%
12.7%
11.61%
Category Rank
12/19
12/19
13/19
13/19
12/16
--

Bandhan Aggressive Hybrid Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

12
/19
47% Performance
34% Risk Management
66% Cost

Ranked 12 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
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Bandhan Aggressive Hybrid Fund
12/19
1,576Cr
0.64%
14.45%
17.49%
2.89
1.15
0.96
1.56
0.88
ICICI Prudential Equity & Debt Fund
1/19
49,641Cr
0.92%
13.13%
19.61%
5.48
1.00
1.33
2.55
2.01
Edelweiss Aggressive Hybrid Fund
2/19
3,480Cr
0.38%
9.18%
18.36%
3.65
1.12
1.11
1.90
1.74
Mirae Asset Aggressive Hybrid Fund
3/19
9,538Cr
0.39%
12.78%
15.88%
1.55
1.11
0.91
1.53
1.18

Bandhan Aggressive Hybrid Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

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Profit


Total Corpus

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Absolute Return

Bandhan Aggressive Hybrid Fund Asset Allocation

See fund asset allocation details as on (14-Jan-26)

Fund Distribution

as on (14-Jan-26)

Large cap
54.4%

Small cap
12.8%

Mid cap
10.4%

Bandhan Aggressive Hybrid Fund Sector Allocation

See fund sector allocation details as on (14-Jan-26)

Sector Allocation

Financial Services
26%
Tech
14.5%
Consumer Cyclical
12.3%
Health
9.5%
Industrial
9.5%
Basic Materials
7.1%
Energy
6%
Utilities
4.8%
Real Estate
3.9%
Consumer Defensive
3.5%
Communication
2.9%

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

Dec'25

Corporate

39%

Government

36%

Financial Services

29%

Nov'25

Corporate

45%

Government

29%

Financial Services

27%

Bandhan Aggressive Hybrid Fund Holdings Details

as on (31-Jan-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
6.25%
9.9%
Reliance Industries Ltd
4.86%
8.2%
ICICI Bank Ltd
3.96%
14.7%
Axis Bank Ltd
2.83%
29.4%
Infosys Ltd
2.57%
13.6%
Top Stocks bought last month
Bajaj Housing Finance Limited's allocation increased from 0.44% to 3.8%
Bajaj Housing Finance Limited's allocation increased from 0.44% to 3.8%
Tata Capital Limited's allocation increased from 1.1% to 3.22%
Tata Capital Limited's allocation increased from 1.1% to 3.22%
Power Finance Corporation Limited's allocation increased from 0.13% to 0.63%
Power Finance Corporation Limited's allocation increased from 0.13% to 0.63%
Top Stocks sold last month
State Bank of India's allocation decreased from 2.57 % to 2.5 %
State Bank of India's allocation decreased from 2.57 % to 2.5 %
NTPC Ltd's allocation decreased from 2.23 % to 2.2 %
NTPC Ltd's allocation decreased from 2.23 % to 2.2 %
Eternal Ltd's allocation decreased from 2.61 % to 2.14 %
Eternal Ltd's allocation decreased from 2.61 % to 2.14 %

Bandhan Aggressive Hybrid Fund Overview

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

Expense ratio0.64%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹1576 Cr
Inception Date30 December, 2016
Min Lumpsum/SIP₹1,000/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
155.56%
Risk
Risk meter
pointer
Very High Risk

About Bandhan Aggressive Hybrid Fund

Bandhan Aggressive Hybrid Fund is a hybrid fund. This fund was started on 30 December, 2016. The fund is managed by Brijesh Shah, Harshal Joshi, Prateek Poddar, Gaurav Satra, Ritika Behera. This fund gives you the benefit of diversification.

Key Parameters

  1. Bandhan Aggressive Hybrid Fund has ₹1576 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
  2. The fund has an expense ratio 0.6.

Returns

Bandhan Aggressive Hybrid Fund has given a CAGR return of 12.89% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 14.45%, 17.49% and 16.29% respectively.

Holdings

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

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 has no lock in period.

Fund Manager

Brijesh Shah

Fund Manager of Bandhan Aggressive Hybrid Fund, since 10 June 2024

Harshal Joshi

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

Prateek Poddar

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

Gaurav Satra

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

Ritika Behera

Fund Manager of Bandhan Aggressive Hybrid Fund, since 7 October 2023

Learn more about Bandhan Mutual Fund
Parameters
Dec'25
Nov'25
Oct'25
AUM
₹ 1.6K Cr
₹ 1.5K Cr
₹ 1.4K Cr
  • AUM of the fund stands at 1.6K Cr as of Dec'25
  • AUM increased by 90 Cr between Dec'25 and Nov'25

Frequently Asked Questions for Bandhan Aggressive Hybrid Fund

How do I invest in Bandhan Aggressive Hybrid Fund?

INDmoney makes it simple to invest in the Bandhan Aggressive Hybrid Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Bandhan Aggressive Hybrid Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Bandhan Aggressive Hybrid Fund?

The NAV of the fund today is ₹30.09. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Bandhan Aggressive Hybrid Fund fund has generated a return of 14.45% in 1 year, 17.49% in 3 years, 16.29% in 5 years.

Who is the fund manager of Bandhan Aggressive Hybrid Fund?

The fund managers are Brijesh Shah, Harshal Joshi, Prateek Poddar, Gaurav Satra, Ritika Behera.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.64%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1576 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Bandhan Aggressive Hybrid Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(6.25%), Reliance Industries Ltd(4.86%), ICICI Bank Ltd(3.96%)