Bandhan Asset Alloc FoF-Aggr
Growth
OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 17 Cr
High RiskPrinciple investment will be at high risk
43.450.47% (-0.21)
Price Chart
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Returns
0.00%
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Investment Checklist
Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category
Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category
Less expense ratio implies better returns over the long term
Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD
Fund has been able to generate better price return than bank FD
Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags
Total holdings with red flags is insignificant
OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 17 Cr
High RiskPrinciple investment will be at high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.49 | — | 3.41 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.52 | — | 3.10 |
About FoFs (Domestic) - Equity Oriented
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Peers
Compare with peersICICI Pru Thematic Advantage Fund
1Y Returns
34.68%
3Y CAGR
22.12%
Expense Ratio
0.41%
Mirae Asset Equity Allocator FoF
1Y Returns
35.74%
3Y CAGR
19.38%
Expense Ratio
0.04%
Nippon India Nifty Next 50 Junior BeES FoF
1Y Returns
66.04%
3Y CAGR
23.96%
Expense Ratio
0.09%
Aditya Birla SL Financial Planning FOF Aggressive Plan
1Y Returns
32.78%
3Y CAGR
17.81%
Expense Ratio
0.35%
Quantum Equity FoF
1Y Returns
35.46%
3Y CAGR
18.07%
Expense Ratio
0.51%
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
Tax Implications
Investment period < 1 year
Gains are treated as short-term capital gains and taxed at 15%
Investment period > 1 year
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Let’s calculate your returns after tax
Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Invested
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-Tax (undefined%)
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Returns
Fund has been able to generate better returns compared to other funds in the same category