INF194KA1U15

CASPeR Ranking #188

Bandhan Hybrid Equity Fund Regular Plan Growth

Very High Risk Aggressive Allocation Allocation

NAV (Thu Sep 19 2024)

₹25

Returns (Since Inception)

13.83%

Category Average

15.54%

Rating

3

Allocation and Holdings

Asset class

Weightage

Unknown

11.32%

Technology

5.86%

Energy

3.37%

Communication Services

3.32%

Financial Services

5.41%

Utilities

2.77%

Consumer Cyclical

2.76%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Bandhan Hybrid Equity Fund Regular Plan Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹788.47 Cr


ISIN

INF194KA1U15


Inception Date

Dec 30 2016


Standard Deviation

10.183


Beta

1.08


Sharpe Ratio

0.775


Benchmark

CRISIL Hybrid 35+65 - Agg TR INR


Expense Ratio

2.350%


Exit Load

For 10% of investment: Nil For remaining investment: 1% if redeemed/switched out within 12 months from the date of allotment It is clarified that the redemptions/switches of Units will be considered on First in First Out (FIFO) basis.

Risk

Very High Risk

Investment Objective

The Fund seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments. The Fund also seeks to generate current income by investing in debt securities and money market instruments.

Fund Managers

Anoop Bhaskar

Harshal Joshi

About the AMC

Bandhan Asset Management Company Limited


Phone Number

022-66289999


Corporate Office Address

Bandhan Asset Management Company Limited,6th Floor, 841, One World Center,Jupiter Mill, Senapati Bapat Marg, Elphinstone Road (West), Mumbai

Overall AUM

₹788.47 Cr


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frequently asked questions

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What is the current NAV of Bandhan Hybrid Equity Fund Regular Plan Growth?

The NAV of Bandhan Hybrid Equity Fund Regular Plan Growth is ₹25 as of Thu Sep 19 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

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Who is the fund manager of Bandhan Hybrid Equity Fund Regular Plan Growth?

Anoop Bhaskar is the current fund manager of Bandhan Hybrid Equity Fund Regular Plan Growth as on Fri Sep 20 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

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What is the expense ratio of Bandhan Hybrid Equity Fund Regular Plan Growth?

The Expense Ratio of Bandhan Hybrid Equity Fund Regular Plan Growth is 235.00% as of Fri Sep 20 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 235.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

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What is the minimum SIP amount of Bandhan Hybrid Equity Fund Regular Plan Growth?

The minimum Systematic Investment Plan (SIP) amount required for Bandhan Hybrid Equity Fund Regular Plan Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

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What is the minimum lump sum amount required to invest in Bandhan Hybrid Equity Fund Regular Plan Growth?

To initiate a lump sum investment in Bandhan Hybrid Equity Fund Regular Plan Growth, a minimum initial amount of ₹1,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

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What is risk category of the Bandhan Hybrid Equity Fund Regular Plan Growth?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Bandhan Hybrid Equity Fund Regular Plan Growth is classified as Very High Risk.

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What is the category of Bandhan Hybrid Equity Fund Regular Plan Growth?

The category of the Bandhan Hybrid Equity Fund Regular Plan Growth is Allocation.

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