- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Hybrid Equity Fund (RIDCW-A)
Formerly IDFC Hybrid Equity Reg IDCW-R
Bandhan Hybrid Equity Fund (RIDCW-A)
₹ 17.434
NAV (Apr 18)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.434
NAV (Apr 18)
Fund Returns
Last 1Y | 19.3% |
Last 3Y | 11.8% |
Last 5Y | 11.5% |
Last 10Y | NA |
Since Inception | 9.8% |
6 Month CAGR | 8.4% |
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 | 2.38 |
Launched (8y ago) | Dec 30, 2016 |
AUM in Crores | 691.033 |
ISIN | INF194KA1U31 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.2 |
Standard Deviation (5yr) | 14.9 |
Beta (3yr) | 1.02 |
Beta (5yr) | 1.16 |
Sharpe Ratio (3yr) | 0.653 |
Sharpe Ratio (5yr) | 0.465 |
YTM | 7.68 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Hybrid Equity Fund (RIDCW-A) | 9,72,003 | 2,39,391 | 11.5% | |
| 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
national bank for agriculture and rural development
6.5%icici bank ltd
5.2%hdfc bank ltd
4.8%infosys ltd
4.5%7.18% govt stock 2037
4.4%Allocation by Sector
financial services
20.4%consumer cyclical
14.4%industrials
7%technology
6.4%basic materials
5.3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.2% | ||
1.4% | 1.5% | ||
1.4% | 1.5% | ||
1.4% | 1.5% | ||
26.3% | 17.4% |
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 9.8% 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 4/18/2024 is ₹17.43 with the total AUM as of 4/19/2024 is ₹691.033. 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)?
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.