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  • Bandhan Hybrid Equity Fund (RIDCW-A)

Formerly IDFC Hybrid Equity Reg IDCW-R

Bandhan Mutual Funds

Bandhan Hybrid Equity Fund (RIDCW-A)

HybridAggressive Hybrid

18.442

NAV (Jun 14)

12.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.442

NAV (Jun 14)

Fund Returns

Last 1Y
24.8%
Last 3Y
13.5%
Last 5Y
14.5%
Last 10Y
NA
Since Inception
11.6%
6 Month CAGR
11.7%

Scheme Information

Investment Objective

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
2.38
Launched (8y ago)
Dec 30, 2016
AUM in Crores
692.344
ISIN
INF194KA1U31
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.9
Standard Deviation (5yr)
14.9
Beta (3yr)
1.01
Beta (5yr)
1.16
Sharpe Ratio (3yr)
0.451
Sharpe Ratio (5yr)
0.459
YTM
7.46
Fund Managers

Harshal Joshi

Fund Manager

Manish Gunwani

Fund Manager

Ritika Behera

Fund Manager

Sreejith Balasubramanian

Fund Manager

Viraj Kulkarni

Fund Manager

Anurag Mittal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Hybrid Equity Fund (RIDCW-A)70%10,02,516 2,69,90412.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-14

Top Stock Holdings

triparty repo

5.7%
5.7%

7.18% govt stock 2037

5.1%
5.1%

reliance industries ltd

3.7%
3.7%

icici bank ltd

3.7%
3.7%

hdfc bank limited

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

18.7%
18.7%

consumer cyclical

14.2%
14.2%

industrials

11.5%
11.5%

healthcare

5.9%
5.9%

technology

5.7%
5.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 3,146 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 145,265 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 38 equity,214 debt and 27 hybrid funds.amc-img
phone-img022-66289999
Fund NameScripbox Opinion
Till Date CAGR
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

5%

5.4%

1.3%

1.9%

1.3%

1.9%

1.3%

1.9%

24.5%

17.9%

Bandhan Hybrid Equity Fund (RIDCW-A) Review

Bandhan Hybrid Equity Fund (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.4% over a period of 7 years. The fund was previously known as IDFC Hybrid Equity Reg IDCW-R. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Anurag Mittal, Harshal Joshi, Manish Gunwani, Ritika Behera, Sreejith Balasubramanian, Viraj Kulkarni.

Nav of Bandhan Hybrid Equity Fund (RIDCW-A) as of 6/14/2024 is ₹18.44 with the total AUM as of 6/18/2024 is ₹692.344. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Hybrid Equity Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A)?

Bandhan Hybrid Equity Fund (RIDCW-A) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Hybrid Equity Fund (RIDCW-A)?

You can invest in Bandhan Hybrid Equity Fund (RIDCW-A) 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 (RIDCW-A)?

The minimum sip amount for Bandhan Hybrid Equity Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Bandhan Hybrid Equity Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Bandhan Hybrid Equity Fund (RIDCW-A) is a Neutral fund. You can investBandhan Hybrid Equity Fund (RIDCW-A) 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 (RIDCW-A)?

The expense ratio of the Bandhan Hybrid Equity Fund (RIDCW-A) is 2.38% for regular plan.