How to check the XIRR of Bandhan Aggressive Hybrid Fund-Direct Plan Growth?

You can track the exact XIRR and portfolio overlapping of Bandhan Aggressive Hybrid Fund-Direct Plan Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Bandhan Aggressive Hybrid Fund-Direct Plan Growth?

Use the MutualSaathi Portfolio Analyzer to compare Bandhan Aggressive Hybrid Fund-Direct Plan Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bandhan Aggressive Hybrid Fund-Direct Plan Growth

Bandhan Mutual Fund

Expense Ratio: 0.72

Risk: Very High

Hybrid Scheme - Aggressive Hybrid Fund

Plan: Direct

Benchmark: CRISIL Hybrid 35+65 - Aggressive Index

Inception: 12-12-2016

Exit Load: Nil

Fund Size:₹1,553.55 Cr

Performance

Fund8.29%

Cat. Avg.2.38%

Fund10.31%

Cat. Avg.3.64%

Fund14.92%

Cat. Avg.12.53%

Fund13.26%

Cat. Avg.11.84%

10Y

FundN/A

Cat. Avg.12.48%

Fund12.80%

Cat. Avg.13.04%

Fund Facts

Manager(s)

Ritika Behera

Beta

1.14

Std Dev

10.79%

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		153.98	7.07%
2	Bandhan Low Duration Fund -Direct Pl-Growth	Mutual Fund	Mutual Fund Units		Mutual Fund Units		150.36	6.91%
3	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		131.91	6.06%
4	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		84.78	3.89%
5	7.45% Power Finance Corporation Limited	DEBT	Bond/NCD		CRISIL AAA	7.13%	75.43	3.46%
6	State Bank of India	Equity	Listed	Large Cap	Banks		67.34	3.09%
7	NTPC Limited	Equity	Listed	Large Cap	Power		65.57	3.01%
8	Axis Bank Limited	Equity	Listed	Large Cap	Banks		56.03	2.57%
9	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction		54.57	2.51%
10	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles		45.41	2.09%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63068	+5.1%	+10.6%
2Y	07 Aug, 24	1.20 L.	1.32 L.	+10.2%	+10.1%
3Y	07 Aug, 23	1.80 L.	2.15 L.	+19.5%	+12.3%
5Y	09 Aug, 21	3 L.	4.21 L.	+40.2%	+13.7%
SI	09 Jan, 17	5.75 L.	11.52 L.	+100.3%	+14.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.08 L.	+7.6%	N/A
2Y	22 Jul, 24	1 L.	1.21 L.	+21.0%	+10.0%
3Y	20 Jul, 23	1 L.	1.52 L.	+51.8%	+14.9%
5Y	20 Jul, 21	1 L.	1.86 L.	+86.4%	+13.3%
SI	02 Jan, 17	1 L.	3.16 L.	+216.0%	+12.8%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.