Scheme Profile

Bandhan Multi Asset Allocation Fund - Reg (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
2,940
Inception Date
31-01-2024
Category
Hybrid - Multi Asset Allocation

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 1000
  • 52 Week High / Low ()
  • 14.2619 (29-Jan-2026) / 11.572 (09-May-2025)
  • Incremental Investment ()
  • 1000
  • NAV ()
  • 13.86 ( 0.07) ( 0.53 %)
  • Benchmark
  • 65% Nifty 500 TRI + 25% NIFTY Short Duration Debt Index + 5% Domestic prices of gold + 5% Domestic prices of silver
  • Fund Manager
  • Viraj Kulkarni
  • Value of () 1,00,000 since inception
  • 1,38,603
  • Entry Load
  • Nil
  • Exit Load
  • For 10% of investment: Nil For remaining investment: 0.50% if redemed/ switched out within 1 year from the date of allotment. If redeemed/switched out after 1 year from the date of allotment - Nil
  • Expense Ratio (%)
  • 1.86
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 22.97 times
  • Portfolio P/B
  • 3.61 times
  • Average Maturity
  • 2.31 years
  • Yield To Maturity
  • 6.67 %
  • Modified Duration
  • 1.46 years
  • Turnover Ratio (%)
  • 2.58

Risk Factors

  • Jenson's Alpha
  • 8.59
  • Standard Deviation
  • 2.61
  • Beta
  • 0.58
  • Sharpe
  • 0.57
  • R-Squared
  • 1.00
  • Treynor Factor
  • 0.07

NAV Movement

AUM Growth ( Cr.)

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception
  • 65% Nifty 500 TRI + 25% NIFTY Short Duration Debt Index + 5% Domestic prices of gold + 5% Domestic prices of silver
  • -

Company Top 5 Holdings

  [ As on 31 Mar 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • iShares V PLC - iShares MSCI ACWI UCITS ETF
  • Foreign Mutual Funds (Equity Fund)
  • 2,28,082
  • 7.67
  • ICICI Gold ETF
  • Indian Mutual Funds
  • 1,45,00,000
  • 6.18
  • TREPS
  • Reverse Repo
  • 0
  • 5.24
  • Reliance Industries Ltd
  • Equity
  • 10,65,500
  • 4.87
  • HDFC Bank Ltd
  • Equity
  • 18,19,350
  • 4.53

Sector Top 5 Holdings

  [ As on 31 Mar 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Banks
  • 89,03,599
  • 19.99
  • Finance
  • 38,41,948
  • 8.62
  • Refineries
  • 10,85,000
  • 7.38
  • Pharmaceuticals
  • 8,19,100
  • 6.58
  • IT - Software
  • 10,88,600
  • 5.50

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 1.45 0.52 - -7.86 2,939.69
2025 18.91 14.73 - 8.55 2,702.47
2024 14.38 12.66 - 8.12 1,814.32

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Mar-2026 -5.72 -5.59 - -15.54 2,939.69
Dec-2025 6.50 5.73 - 5.23 2,702.47
Sep-2025 2.60 1.96 - -4.10 2,254.29
Jun-2025 9.14 7.83 - 9.97 2,019.96

Peer Comparison

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Asset Allocation

Sector Allocation

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