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Bandhan Hybrid Equity Fund(IDCW)

IDCW
HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 809 Cr
Very High RiskPrinciple investment will be at very high risk
22.450.08% (-0.02)

Price Chart

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Returns
0.00%
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SIP
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1M
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HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 809 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.0348.701.74
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4344.681.69

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investment and 1 % for remaining investment on or before 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Bandhan Hybrid Equity Fund(IDCW)20.95%10.80%10.71%
SBI Equity Hybrid Fund(IDCW-Payout)20.68%12.48%11.28%
ICICI Pru Equity & Debt Fund(H-IDCW)15.65%11.63%11.48%
HDFC Hybrid Equity Fund(IDCW)13.08%7.71%3.51%

Price Comparison

Compare Bandhan Hybrid Equity Fund(IDCW) with any MF, ETF, stock or index
Compare Bandhan Hybrid Equity Fund(IDCW) with any MF, ETF, stock or index
Bandhan Hybrid Equity Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
RightsCash & EquivalentsCorporate DebtGovernment SecuritiesEquity3.11%4.20%8.77%11.22%72.69%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+28 moreSpecialized FinanceOthersIT Services & ConsultingPrivate BanksG-Sec58.25 %5.37 %6.01 %9.33 %9.82 %11.22 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2420.99%1.95%5.77%6.19%9.59%11.22%
G-Sec as a % of total holdings for last six quarters
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Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 2.48 %

    Holdings

    3.72 %

    2.48 %
  • Infosys Ltd
    INFY
    3M change : -0.12 %

    Holdings

    3.28 %

    -0.12 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.60 %

    Holdings

    2.77 %

    -0.60 %

AMC Profile

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Fund Manager Profile

Prateek Poddar

AUM:  ₹3,840.75 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Harshal Joshi

AUM:  ₹53,031.08 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5.5yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

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.

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