Bandhan Aggressive Hybrid Fund-Regular Plan Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 94% of 3-year investment horizons.
- Strong capital defense: downside capture of 59% limits losses during market corrections.
- Generated +4.8% annualized alpha (excess return) over its benchmark.
- Consistently ranked #1 in its category with an MFIQ quantitative score of 6.1/10.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.13% | +6.16% | +0.97% |
| 3 Months | +1.92% | +1.07% | +0.85% |
| 6 Months | +8.33% | +5.38% | +2.95% |
| 1 Year | +7.70% | +2.59% | +5.11% |
| 3 Years CAGR | +14.61% | +10.89% | +3.72% |
| 5 Years CAGR | +10.73% | +8.84% | +1.89% |
| 7 Years CAGR | +13.89% | +12.32% | +1.57% |
| Since Inception | +11.36% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Bandhan Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +7.05% | +2.63% | +4.42% |
| 2025 | +7.66% | +6.01% | +1.65% |
| 2024 | +20.97% | +15.75% | +5.22% |
| 2023 | +20.40% | +20.35% | +0.05% |
| 2022 | -1.07% | +2.27% | -3.34% |
| 2021 | +30.80% | +23.77% | +7.03% |
| 2020 | +13.86% | +13.43% | +0.43% |
| 2019 | +4.66% | +10.39% | -5.73% |
| 2018 | -3.83% | -2.51% | -1.32% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -27.10% | +11.74% | +8.13% | +72.17% | 82.2% | 40.2% |
| 3-Year Rolling | -7.64% | +12.39% | +14.04% | +26.58% | 93.7% | 29.8% |
| 5-Year Rolling | +6.42% | +12.88% | +12.38% | +23.76% | 100.0% | 29.7% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-13 | 2020-03-23 | -31.6% | 1 months | 8 months |
| 2022-01-17 | 2022-06-20 | -16.0% | 5 months | 11 months |
| 2024-09-27 | 2025-02-28 | -13.9% | 5 months | 4 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related instruments (including derivatives) | 65% -80% Debt & Money Market instruments (including Government securities, Securitised debt, Margin money/FD) :20% -35% Units issued by InvITs:0% -10% Gold/Silver ETFs and ETCDs: 0% - 10% Units of Mutual Funds: 0% - 10% |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 2,971 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| SBI AGGRESIVE HYBRID FUND | 6.7 | +12.79% | 1.39% | 56.4% | Rs 91,002 cr | Compare → |
| Edelweiss Aggressive Hybrid Fund | 6.5 | +12.29% | 2.07% | 62.3% | Rs 4,149 cr | Compare → |
| quant Aggressive Hybrid Fund | 4.7 | +12.97% | 2.60% | 65.6% | Rs 2,203 cr | Compare → |
| HSBC Aggressive Hybrid Fund | 7.4 | +13.17% | 1.96% | 62.4% | Rs 5,877 cr | Compare → |
| Kotak Aggressive Hybrid Fund | 5.7 | +12.19% | 1.90% | 71.8% | Rs 9,449 cr | Compare → |
Frequently Asked Questions about Bandhan Aggressive Hybrid Fund
What is the expense ratio of Bandhan Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund has a total expense ratio (TER) of 2.25% with a base expense ratio of 1.68%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages Bandhan Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund is managed by Prateek Poddar (tenure: 2.4 years since 2024-06-07).
What are the historical returns of Bandhan Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund delivered a 3-year CAGR of 14.61% and a 5-year CAGR of 10.73%. Its 1-year return stands at +7.70%.
How large is Bandhan Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund manages assets of Rs 2,971 cr, placing it in the 'comfortable' size band relative to Aggressive Hybrid peers.
How is Bandhan Aggressive Hybrid Fund scored on MFIQ?
Bandhan Aggressive Hybrid Fund holds an MFIQ Score of 6.1/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Bandhan Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 11.99% with a maximum historical drawdown of -31.64%.