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Bandhan Asset Allocation Moderate
Fund Overview
| AUM (Fund size) | ₹19 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 15 yrs 10 m since Jan 04, 2010 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.03% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | High |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Bandhan Asset Allocation Moderate | 0.5% | 4.79% | 8.4% | 12.26% | 10.99% | 9.1% |
| WhiteOak Capital Balanced Hybrid Fund | 1.1% | 5.68% | 10.08% | 10.09% | 5.94% | 2.93% |
| 360 ONE Balanced Hybrid Fund | 0.09% | 2.63% | 5.95% | 8.63% | 5.09% | 2.52% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Bandhan Asset Allocation Moderate | 6.36 | 0.68 | 0.84 | 1.23 |
| WhiteOak Capital Balanced Hybrid Fund | N.A. | N.A. | N.A. | N.A. |
| 360 ONE Balanced Hybrid Fund | N.A. | N.A. | N.A. | N.A. |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Bandhan Asset Allocation Moderate | 19 Cr | 15 yrs 10 m | 1.03% |
| WhiteOak Capital Balanced Hybrid Fund | 248 Cr | 2 yrs 1 m | 2.13% |
| 360 ONE Balanced Hybrid Fund | 862 Cr | 2 yrs 2 m | 1.95% |