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Bandhan Aggressive Hybrid Fund-Regular Plan Growth

(Erstwhile IDFC Balanced Fund-Regular Plan-Growth)

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Category: Hybrid: Aggressive
Launch Date: 05-12-2016
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.14% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,365.21 Cr As on (31-10-2025)
Turn over: 24
NAV as on 10-11-2025

26.72

0.01 (0.0412%)

CAGR Since Inception

11.71%

CRISIL Hybrid 35+65 Aggressive Index 12.35%

PERFORMANCE of Bandhan Aggressive Hybrid Fund-Regular Plan Growth

Scheme Performance (%) Data as on - 10-11-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 8.88 15.78 17.22 - 11.71
Benchmark - - - - -
Hybrid: Aggressive 4.83 14.49 16.29 12.19 12.96

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Prateek Poddar & Mr. Harshal Joshi

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.

RETURNS CALCULATOR for Bandhan Aggressive Hybrid Fund-Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Bandhan Aggressive Hybrid Fund-Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 9.81 0.88 2.4 1.13 7.51 12.34
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 8.88 17.96 15.78 17.22 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.52 16.95 14.05 15.56 12.51
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.55 19.5 19.02 24.95 16.13
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 6.59 15.1 13.65 14.73 13.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 6.34 17.03 16.88 18.52 12.95
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 6.34 17.03 16.82 18.46 12.92
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 6.29 18.27 16.62 18.79 0.0
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 5.92 13.18 12.13 12.7 8.99
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 5.71 13.76 12.86 0.0 0.0
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 5.32 13.0 12.36 15.84 12.4

Asset Allocation (%)

PORTFOLIO ANALYSIS of Bandhan Aggressive Hybrid Fund-Regular Plan Growth

Portfolio as on