Aeterna Wealth
Aggressive Hybrid · Direct plan · Growth

Bandhan Aggressive Hybrid Fund (Direct)

Bandhan Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 9.8 years old · AMFI code 140382

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

A+
Track-record rating: 3 of 28 in Aggressive Hybrid

A+ (top 10% of its peer group), score 77.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months6.8%3.9%+2.9%2 / 28
1 year8.6%1.2%+7.5%2 / 28
3 years (a year)15.8%9.2%+6.6%4 / 28
5 years (a year)11.8%7.6%+4.2%10 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y12.3%
Max fall, 5Y-15.5%
Up capture, 3Y134
Down capture, 3Y98
Information ratio, 3Y1.13
Jensen's alpha, 3Y+6.0%
Beta, 3Y1.25
Sharpe, 3Y0.75

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Bandhan Aggressive Hybrid Fund (Direct plan)?

₹32.92 on 6 Nov 2026 (Growth option).

What is the expense ratio of Bandhan Aggressive Hybrid Fund (Direct)?

0.88% a year; the Regular plan's is 2.25%.

What return has Bandhan Aggressive Hybrid Fund given over 3 years?

15.8% a year (Direct plan) over the 3 years to 6 Nov 2026, against 9.2% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is Bandhan Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is Bandhan Aggressive Hybrid Fund rated?

A+: 3 of 28 Direct plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Bandhan Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.