Archive · 8 Nov 2025
Bandhan Aggressive Hybrid Fund Shows Strong Comeback
Imagine a fund that tries to grow your money but also keep it safe, like planting a tree that gives fruit but is strong in storms.
The Bandhan Aggressive Hybrid Fund does this by investing most of its money in stocks of companies (about 75-80%) and a smaller part in bonds (about 20-25%).
It focuses on companies it thinks will do well over many years.
Recently, this fund has been doing much better, becoming one of the best in its group over the past year.
It smartly invested in things like things people buy and travel companies when it thought they would do well.
The fund managers adjust what they invest in, like moving between big, medium, and small companies, to try and get the best results.
Even though it did okay in the past, it's been much stronger lately.
It's a good option if you want to invest for about 3 to 5 years.
Bandhan Aggressive Hybrid Fund (BAHF) has shown a significant performance turnaround in the last 15-18 months, becoming a top-tier performer in its category over the past year.
The fund typically invests 75-80% in equities and 20-35% in debt, focusing on long-term growth, diversification, and deep research with a stock holding period of 5-6 years.
Current overweight sectors include consumer discretionary, domestic cyclicals (like real estate, cement, banking), and healthcare, supported by improved purchasing power and credit growth.
The debt allocation is managed dynamically and conservatively, with a mix of government securities and corporate bonds, avoiding significant credit risk.
The fund is suitable for investors with a 3-5 year investment horizon, with expense ratios of 2.14% for the regular plan and 0.79% for the direct plan.
- Who
- Bandhan Aggressive Hybrid Fund (BAHF)
- What
- Shows a marked turnaround in performance over the past 15-18 months, becoming a top performer in its category over the last year.
- When
- Performance turnaround over the past 15-18 months; article published November 8, 2025.
- Where
- India
- Why
- Driven by timely portfolio moves, favourable market conditions, increased exposure to consumer discretionary stocks, and a strategic shift towards large-caps after mid- and small-cap outperformance.
- Fund Name
- Bandhan Aggressive Hybrid Fund (BAHF)
- Fund Managers
- Prateek Poddar (Equity), Harshal Joshi (Debt)
- Equity Allocation
- 75-80%
- Debt Allocation
- 20-25%
- Investment Horizon
- 3-5 years
- Expense Ratio (Regular Plan)
- 2.14%
- Expense Ratio (Direct Plan)
- 0.79%
- Rating
- 3-star (bl.portfolio Star Track)
