Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹23.8080 -0.39%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Bandhan Hybrid Equity Fund - Regular Plan
|
|
|
Very High
|
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2.37 |
|
 |
|
Very High
|
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1.60 |
||
|
|
Very High
|
Please wait... |
1.75 |
||
 |
|
Very High
|
Please wait... |
1.78 |
||
|
|
Very High
|
Please wait... |
1.89 |
₹760 Cr
1.00 (365)
1,000
500
100
6
Investment 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.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
Bandhan Hybrid Equity Fund - Regular Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.
Mutual funds can be bought directly from the website of the fund house. For instance, Bandhan Hybrid Equity Fund - Regular Plan fund can be purchased from the website of Bandhan Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Bandhan Hybrid Equity Fund - Regular Plan is ₹23.8080 as of 14-Aug-2024.
The AUM of Bandhan Hybrid Equity Fund - Regular Plan Fund is ₹760 Cr as of 31-Jul-2024
The riskometer level of Bandhan Hybrid Equity Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.30 19/06/2053 |
6.10
|
|
National Bank For Agriculture & Rural Development SR 24B Debenture 7.49 15/10/2026 |
3.28
|
|
GOI Sec 7.18 14/08/2033 |
2.67
|
|
Bajaj Finance Ltd SR 286 TR Debenture 7.90 17/11/2025 |
1.97
|
|
AU Small Finance Bank Ltd Additional Tier 2 Bo 10.90 |
0.80
|
As of 31-Jul-2024, Bandhan Hybrid Equity Fund - Regular Plan had invested 78.52% in Equity, 19.57% in Debt and 1.9% in Cash & Cash Eq. See More
Bandhan Hybrid Equity Fund - Regular Plan is 7 years 7 months old. It has delivered 12.05% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
26.03%
|
12.67%
|
17.09%
|
11.53%
|
--
|
12.05%
|
No, There is no lock in period in Bandhan Hybrid Equity Fund - Regular Plan.
The expense ratio of Bandhan Hybrid Equity Fund - Regular Plan is 2.37.
Mutual Funds 
Bandhan Bandhan Hybrid Equity Fund - Regular Plan
