Should I invest in Bandhan Aggressive Hybrid Fund Growth?

We don't give personal investment advice. Bandhan Aggressive Hybrid Fund-Direct Plan Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.5%. 5-year CAGR: 13.20%.

Bandhan

Bandhan Aggressive Hybrid Fund-Direct Plan Growth

Latest NAV

₹30.2350

As of

3 Jun 2026

2,328 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.33%	+4.36%	-4.03	10 / 30	Q2
1W	-1.04%	+2.94%	-3.98	8 / 30	Q2
2W	+0.56%	+4.15%	-3.59	7 / 30	Q1
1M	-0.36%	+3.24%	-3.60	7 / 30	Q1
3M	+0.36%	+3.65%	-3.29	8 / 30	Q2
6M	-1.08%	+0.91%	-1.99	8 / 30	Q2
YTD	-1.40%	+0.57%	-1.97	7 / 30	Q1
1Y	+6.46%	+5.12%	+1.35	4 / 30	Q1
2Y	+10.45%	+6.03%	+4.43	2 / 30	Q1
3Y	+15.37%	+13.60%	+1.76	7 / 30	Q1
4Y	+14.86%	+13.47%	+1.40	7 / 29	Q1
5Y	+13.20%	+12.07%	+1.14	8 / 27	Q2
7Y	+13.79%	+13.22%	+0.56	8 / 25	Q2
10Y	—	—	—	—	—
Inception	+12.47%	+12.86%	-0.38	16 / 30	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-1.40%	-3.75%	+2.35	6 / 29
2025	+8.68%	+10.33%	-1.65	7 / 30
2024	+22.48%	+17.99%	+4.48	6 / 30
2023	+21.72%	+21.88%	-0.16	16 / 30
2022	+0.22%	+3.88%	-3.66	21 / 28
2021	+31.70%	+26.63%	+5.07	5 / 27
2020	+15.19%	+15.17%	+0.03	10 / 26
2019	+5.86%	+9.11%	-3.25	19 / 24
2018	-2.13%	-1.88%	-0.25	11 / 20
2017	+18.14%	+25.86%	-7.72	19 / 20

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.46%

103 windows

min -23.6% · max 62.9%

86% positive

3-Year rolling

+13.62%

79 windows

min -4.9% · max 25.1%

95% positive

5-Year rolling

+14.52%

54 windows

min 8.5% · max 21.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+13.34%

30 windows

min 11.7% · max 15.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.38%

3-year · annualised

Sharpe ratio

0.75

vs risk-free 6.5%

Sortino ratio

1.17

Downside-only deviation

Max drawdown

-13.45%

Sep 2024 → Feb 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026
Kotak Aggressive Hybrid Fund - Direct Plan -Growth	Kotak	₹73.9900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹30.2350
2 Jun 2026	₹30.3050
1 Jun 2026	₹30.2040
31 May 2026	₹30.4330
29 May 2026	₹30.4320
27 May 2026	₹30.7170
26 May 2026	₹30.6240
25 May 2026	₹30.6510
22 May 2026	₹30.3560
21 May 2026	₹30.2590

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Bandhan Aggressive Hybrid Fund-Direct Plan Growth is ₹30.2350. It's a Aggressive Hybrid Fund from Bandhan, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Bandhan Aggressive Hybrid Fund-Direct Plan Growth has NAV history starting from 02 Jan 2017, a track record of about 9 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Bandhan Aggressive Hybrid Fund-Direct Plan Growth is managed by Bandhan. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Bandhan Aggressive Hybrid Fund-Direct Plan Growth has delivered a absolute return of 6.46% — +1.35 pp ahead of the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #4 of 30 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Bandhan Aggressive Hybrid Fund-Direct Plan Growth has delivered a CAGR of 15.37% — +1.76 pp ahead of the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #7 of 30 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Bandhan Aggressive Hybrid Fund-Direct Plan Growth has delivered a CAGR of 13.20% — +1.14 pp ahead of the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #8 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Bandhan Aggressive Hybrid Fund-Direct Plan Growth exactly 5 years ago would be worth approximately ₹185,920 today — a multiplier of 1.86×, based on the 5-year CAGR of 13.20%. The category average over the same window would have grown ₹1 lakh to ₹176,761.

A ₹10,000 monthly SIP in Bandhan Aggressive Hybrid Fund-Direct Plan Growth over the last 5 years — total invested ₹600,000 — would be worth ₹823,382 today. That's an XIRR (money-weighted annualised return) of 12.61%.

Bandhan Aggressive Hybrid Fund-Direct Plan Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,417,319 — XIRR 14.67%.

On a 5-year basis, Bandhan Aggressive Hybrid Fund-Direct Plan Growth ranks #8 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.07%; this fund delivered 13.20%.

The worst peak-to-trough decline Bandhan Aggressive Hybrid Fund-Direct Plan Growth has experienced over the last 5-year window is 15.50% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Bandhan Aggressive Hybrid Fund-Direct Plan Growth averaged 14.52% (best 21.84%, worst 8.52%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.58 — reasonable risk-adjusted performance.

In calendar year 2025, Bandhan Aggressive Hybrid Fund-Direct Plan Growth returned 8.68% — lagging the Aggressive Hybrid Fund category average of 10.33% by 1.65 pp. It ranked #7 of 30 in its category that year.

Bandhan Aggressive Hybrid Fund-Direct Plan Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Bandhan Aggressive Hybrid Fund-Direct Plan Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.5%. 5-year CAGR: 13.20%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.