BANDHAN Hybrid Equity Fund-Regular Plan Growth
Category: Hybrid: Aggressive
Launch Date: 05-12-2016
AUM:
₹ 693.61 Cr
Expense Ratio
2.38%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF194KA1U15
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Manish Gunwani, Harshal Joshi, Viraj Kulkarni, Ritika Behera
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| BANDHAN Hybrid Equity Fund-Regular Plan Growth | 22.73 | 14.42 | 14.29 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
21.661
Last change
0.1 (0.457%)
Fund Size (AUM)
₹ 693.61 Cr
Performance
11.04% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long term capital appreciation along with current income by investing in a mix of equity and equity related securities, debt securities and money market instruments.
Fund Manager
Manish Gunwani, Harshal Joshi, Viraj Kulkarni, Ritika Behera
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.58% National Bank For Agriculture & Rural Development 31/07/2026 | 6.45 |
| 7.18% GOI 24/07/2037 | 5.45 |
| ICICI Bank Ltd. | 5.42 |
| HDFC Bank Ltd. | 5.04 |
| Infosys Ltd. | 4.24 |
| Reliance Industries Ltd. | 3.81 |
| 7.8% HDFC Bank Ltd. 02/06/2025 | 3.6 |
| 6.43% HDFC Bank Ltd. 29/09/2025 | 3.53 |
| Axis Bank Ltd. | 2.94 |
| State Bank of India | 2.17 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 38.59 |
| Automobile | 8.48 |
| Energy | 7.04 |
| Sovereign | 6.84 |
| Services | 6.83 |
| Technology | 6.68 |
| Healthcare | 4.65 |
| Consumer Discretionary | 4.48 |
| Consumer Staples | 3.3 |
| Metals & Mining | 2.26 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Bandhan Hybrid Equity Reg Gr | 14.29 |
| JM Aggressive Hybrid Gr | 20.19 |
| BOI Mid & Small Cap Equity & Debt Reg Gr | 23.07 |
| ICICI Pru Equity & Debt Gr | 21.12 |
| Quant Absolute Fund Gr | 25.29 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.42 |
| Edelweiss Aggr Hybrid Reg Gr | 17.37 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Invesco India Aggressive Hybrid Reg Gr | 13.99 |
| Baroda BNP Paribas Aggressive Hybrid Fund Reg Gr | 0.0 |