- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Hybrid Equity Fund (Growth)
Formerly IDFC Hybrid Equity Reg Gr
Bandhan Hybrid Equity Fund (Growth)
₹ 17.84
NAV (May 26)
Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.84
NAV (May 26)
Fund Returns
Last 1Y | 13.6% |
Last 3Y | 23.5% |
Last 5Y | 9.2% |
Last 10Y | NA |
Since Inception | 9.5% |
6 Month CAGR | 1.8% |
Scheme Information
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.
Expense Ratio | 2.43 |
Launched (7y ago) | Dec 30, 2016 |
AUM in Crores | 574.479 |
ISIN | INF194KA1U15 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.3 |
Standard Deviation (5yr) | 15.4 |
Beta (3yr) | 1.03 |
Beta (5yr) | 1.18 |
Sharpe Ratio (3yr) | 1.282 |
Sharpe Ratio (5yr) | 0.259 |
YTM | 7.36 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Hybrid Equity Fund (Growth) | 9,16,767 | 1,84,155 | 9.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
5.7%icici bank ltd
5.6%reliance industries ltd
4.7%kotak mahindra prime limited
4.4%housing development finance corporation limited
4.3%Allocation by Sector
financial services
25.4%consumer cyclical
10.8%technology
8.8%basic materials
5.9%consumer defensive
5.7%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,435 cr | ||
₹ 8,756 cr | ||
₹ 6,472 cr | ||
₹ 2,760 cr | ||
₹ 3,233 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 5% | ||
- | 4.9% | ||
- | 4.9% | ||
- | 4.9% | ||
3.7% | 7.7% |
Bandhan Hybrid Equity Fund (G) Review
Bandhan Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.5% over a period of 6 years. The fund was previously known as IDFC Hybrid Equity Reg Gr. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Anoop Bhaskar, Anurag Mittal, Harshal Joshi, Manish Gunwani, Nishita Doshi, Viraj Kulkarni.
Nav of Bandhan Hybrid Equity Fund (G) as of 5/26/2023 is ₹17.84 with the total AUM as of 5/27/2023 is ₹574.479. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Hybrid Equity Fund (G) was launched on Dec 30, 2016. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bandhan Hybrid Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Bandhan Hybrid Equity Fund (G)?
How to invest in Bandhan Hybrid Equity Fund (G)?
You can invest in Bandhan Hybrid Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bandhan Hybrid Equity Fund (G)?
The minimum sip amount for Bandhan Hybrid Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Hybrid Equity Fund (G) good to invest in?
As per Scripbox experts, Bandhan Hybrid Equity Fund (G) is a Neutral fund. You can investBandhan Hybrid Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bandhan Hybrid Equity Fund (G)?
The expense ratio of the Bandhan Hybrid Equity Fund (G) is 2.43% for regular plan.