Bandhan Asset Allocation Fund Of Funds - Moderate Plan - Direct Plan
Bandhan Asset Allocation Fund Of Funds - Moderate Plan - Direct Plan
An open ended fund of fund scheme investing in schemes of Bandhan Mutual Fund - equity funds and debt funds excluding Gold ETF
Moderate plan of Asset Allocation FoF with 25-55% Equity, 10-75% Debt along with option to invest in Gold (0-30%) and debt and money market securities (0-5%)
- Min Investment 1,000
- Min SIP Amount 100
- Exit Load
a) If redeemed/switched out within 365 days from the date of allotment:
->Upto 10% of investment:Nil,
->For remaining investment: 1% of applicable NAV.
b) If redeemed / switched out after 365 days from date of allotment: Nil. (w.e.f. May 08, 2020)
Scheme is suitable for a minimum investment horizon of 6 months
Tier 1 Benchmark : NIFTY 50 Hybrid Composite debt 50:50 IndexAlternate Benchmark : CRISIL 10 Year Gilt Index
- Performance
- Portfolio
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Performance as on 31st October 2023
| Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 year | 3 year | 5 year | 10 year | 11/02/2010 Since inception | 1 year | 3 year | 5 year | 10 year | 11/02/2010 Since inception | |
| Bandhan Asset Allocation Fund of Funds - Moderate Plan - Regular Plan - Growth | 8.38 | 9.95 | 8.29 | 8.95 | 8.82 | 10,838 | 13,298 | 14,892 | 23,581 | 31,896 |
| 8.29 | 12.91 | 10.44 | 11.92 | 10.32 | 10,829 | 14,396 | 16,436 | 30,853 | 37,873 | |
| 7.44 | 2.65 | 6.20 | 6.59 | 6.11 | 10,744 | 10,815 | 13,511 | 18,941 | 22,563 | |
| ^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark | ||||||||||
This fund is managed by Mr. Sachin Relekar (w.e.f 01/03/2022) & Mr. Viraj Kulkarni (w.e.f 07/01/2022)
View fund performance of other funds managed by Mr. Sachin Relekar , Mr. Viraj Kulkarni
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
Taxation:
For taxation, please refer the link : https://bit.ly/3spfzbo
Bandhan Asset Allocation Fund of Funds Moderate Plan
(Scheme Risk-o-meter)
NIFTY 50 Hybrid Composite debt 50:50 Index
(Tier 1 Benchmark Risk-o-meter)
This product is suitable for investors who are seeking* :
- To generate capital appreciation and income over long term.
- Investment in different Bandhan Mutual Fund schemes based on a defined asset allocation model.