info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

IDFC Mutual Fund

Bandhan Aggressive Hybrid Fund-Direct Plan Growth

★★★★ monitor_heart Health Score: 83/100 · Excellent

IDFC Mutual Fund · Hybrid · Aggressive Hybrid

₹31.29

-0.08 (-0.26%) trending_down

AUM: ₹2,021 Cr

NAV updated 14 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.91%

Exit Load

Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months.

Fund Manager

Anoop Bhaskar, Suyash Choudhary, Anurag Mittal

Inception

Dec 2016

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Sharpe Ratio

0.25

Std Dev (1Y)

11.46%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+5.28%

3m

+6.12%

6m

+4.43%

1y

+8.66%

3y

+15.84%

5y

+13.44%

10y

since inception

+12.88%

rate_review TopFund's Take on Bandhan Aggressive Hybrid Fund-Direct Plan Growth

Bandhan Aggressive Hybrid Fund-Direct Plan Growth ranks among the stronger performers in the Aggressive Hybrid category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 83/100.

Cost: At 0.91%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 1.0% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.25 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 11.46% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 78.19%
Non Convertible Debenture 8.07%
Debenture 5.63%
Reverse Repo 2.84%
GOI Securities 2.06%
Bonds 1.37%
Certificate of Deposit 1.19%
Net Receivables 0.40%
State Development Loan 0.15%
Cash Margin 0.10%

Frequently Asked Questions about Bandhan Aggressive Hybrid Fund-Direct Plan Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

1