Bandhan Hybrid Equity Fund Regular Plan Growth

• Alpha -2.94%
• Beta 1.21
• Sharpe Ratio0.59
• Std Deviation 10.87%
• Tracking Error 5.20%

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.

The Bandhan Hybrid Equity Fund Regular Plan Growth has an AUM of 787.10 crores & has delivered CAGR of 16.38% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.33%. The minimum investment in Bandhan Hybrid Equity Fund Regular Plan Growth is Rs 1000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include 7.3% Govt Stock 2053, Bharti Airtel Partly Paid, Bajaj Housing Finance Limited & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Electronic Instr. & Controls.

Some of the similar funds are JM Aggressive Hybrid Fund Growth, Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth, Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth, Bandhan Hybrid Equity Fund Regular Plan Growth, Union Aggressive Hybrid Fund Regular Growth. Bandhan Hybrid Equity Fund Regular Plan Growth has a sharpe ratio of 0.59 & a standard deviation of 10.87%.