Bandhan Hybrid Equity Fund Renamed To Bandhan Aggressive Hybrid Fund

Bandhan Mutual Fund has announced that the Bandhan Hybrid Equity Fund will now be called Bandhan Aggressive Hybrid Fund, effective March 19, 2025. The change is limited to the name, and there are no modifications in the investment approach or portfolio composition.

Structure and Exit Load

The fund requires a minimum investment of ₹1,000, with the same amount needed for additional contributions. SIP investments start at ₹100, while the minimum withdrawal limit is ₹500. Investors need to provide at least six cheques to initiate SIPs. The minimum balance requirement is ₹1.

The exit load structure remains unchanged. If investors redeem more than 10% of their units within a year, they will be charged 1% as an exit load. There is no lock-in period, making it flexible for those who may need liquidity.

Performance and Management

Launched on December 30, 2016, the fund has delivered a return of 12.84% since inception. It follows the CRISIL Hybrid 35+65 Aggressive Index as its benchmark. The assets under management (AUM) stand at ₹786 crore as of January 31, 2025, with an expense ratio of 1.03%. It falls under the very high-risk category according to the riskometer and is graded as above average in risk assessment.

 The fund is managed by Prateek Poddar, who oversees the allocation between equity and debt.

Portfolio and Dividend History

The scheme primarily invests in equity and equity-related instruments for long-term capital appreciation, along with debt securities and money market instruments. It follows an aggressive hybrid strategy, typically allocating a higher portion to equities while maintaining a debt component for risk management.

The most recent dividend payout under the IDCW plan was ₹0.337 per unit, recorded on December 30, 2024. While the name is changing, the fund’s core investment philosophy remains the same.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.