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.

₹28.63

0.9%1D

NAV as on 20 Jun 2025

13.22%/per year

Since Inception

Absolute Gain%

143 people have invested ₹ 19.4L in Bandhan Aggressive Hybrid Fund Direct Growth in the last three months

Fund Performance

as on (20-Jun-25)

Period
This Fund
Aggressive Allocation Index
1 Month
2.31%
1.78%
3 Months
7.44%
7.52%
6 Months
2.71%
2.44%
1 Year
13.21%
5.86%
3 Years
20.5%
19.4%
5 Years
21.71%
20.35%

Bandhan Aggressive Hybrid Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

13
/19
47% Performance
34% Risk Management
41% 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
904Cr
0.96%
13.21%
20.5%
13.22%
Edelweiss Aggressive Hybrid Fund Direct Growth
1/19
2,749Cr
0.39%
10.47%
23.94%
14.96%
ICICI Prudential Equity & Debt Fund Direct Growth
2/19
43,159Cr
0.97%
10.75%
24.2%
17.79%
DSP Aggressive Hybrid Fund Direct Growth
3/19
11,104Cr
0.67%
11.86%
22.1%
14.67%

Bandhan Aggressive Hybrid Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

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Profit


Total Corpus

0

Absolute Return

Bandhan Aggressive Hybrid Fund Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 77.2%

Debt & Cash 22.8%

Large cap
49.6%

Small cap
15%

Mid cap
12.7%

Bandhan Aggressive Hybrid Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 77.2%

Debt & Cash 22.8%

Financial Services
23.5%
Tech
15.7%
Consumer Cyclical
15.2%
Industrial
11.6%
Health
9.5%
Basic Materials
8.7%
Communication
4.1%
Consumer Defensive
4.1%
Energy
3.7%
Utilities
3%
Real Estate
0.9%

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

May'25

Government

46%

Financial Services

28%

Corporate

20%

Apr'25

Government

51%

Financial Services

29%

Corporate

22%

Bandhan Aggressive Hybrid Fund Holdings Details

as on (31-May-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
4.58%
0.8%
Reliance Industries Ltd
4.34%
-1.3%
ICICI Bank Ltd
4.16%
-5.7%
Axis Bank Ltd
3.58%
14.1%
Bharti Airtel Ltd
2.55%
-7.9%

Bandhan Aggressive Hybrid Fund Direct Growth Overview

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

Expense ratio0.96%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹904 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 ₹904 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
  2. The fund has an expense ratio 1.

Returns

Bandhan Aggressive Hybrid Fund Direct Growth has given a CAGR return of 13.22% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 13.21%, 20.50% and 21.71% respectively.

Holdings

Bandhan Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Cash Equivalent, Financial Services, Corporate, Tech, Consumer Cyclical, Industrial, Health, Basic Materials, Energy, Utilities, Communication, Consumer Defensive, 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
May'25
Apr'25
Mar'25
AUM
₹ 903.7 Cr
₹ 846.3 Cr
₹ 818.8 Cr
  • AUM of the fund stands at 903.7 Cr as of May'25
  • AUM increased by 57.4 Cr between May'25 and Apr'25

Frequently Asked Questions for Bandhan Aggressive Hybrid Fund Direct Growth

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 ₹28.63. 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 13.21% in 1 year, 20.50% in 3 years, 21.71% in 5 years.

Who is the fund manager of Bandhan Aggressive Hybrid Fund?

The fund managers are Prateek Poddar, Harshal Joshi.

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 0.96%. 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 ₹904 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 7.3% Govt Stock 2053(8.45%), HDFC Bank Ltd(4.58%), Reliance Industries Ltd(4.34%)