Aeterna Wealth
Aggressive Hybrid · Regular plan · Growth

Bandhan Aggressive Hybrid Fund (Regular)

Bandhan Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 9.8 years old · AMFI code 140381

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: 4 of 28 in Aggressive Hybrid

A (top 30%), score 74.6 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months6.0%3.8%+2.2%2 / 28
1 year7.1%1.1%+6.1%3 / 28
3 years (a year)14.2%9.1%+5.2%6 / 28
5 years (a year)10.4%7.5%+2.9%8 / 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-16.0%
Up capture, 3Y130
Down capture, 3Y104
Information ratio, 3Y0.91
Jensen's alpha, 3Y+4.6%
Beta, 3Y1.25
Sharpe, 3Y0.63

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 (Regular plan)?

₹28.61 on 6 Nov 2026 (Growth option).

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

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

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

14.2% a year (Regular plan) over the 3 years to 6 Nov 2026, against 9.1% 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: 4 of 28 Regular 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.