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Fund Facts
  • Name of Fund:
    Bandhan Multi Asset Allocation
  • Opening:
    10th January 2024
  • Closing:
    24th January 2024
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs.1,000/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    0.5% of NAV if units in excess of 10% are redeemed/switched out are within 30 days from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to generate income and provide long term capital appreciation by investing in instruments across multiple asset classes namely Equity & Equity Related Instruments, Debt & Money Market Securities and Gold/Silver related instruments.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Viraj Kulkarni, Daylynn Pinto, Nemish Sheth, Gautam Kaul

Asset Allocation

65-80% Equity
10-30% Debt
Comparable existing schemes
SBI Multi Asset Allocation Fund 15.46(6M) 24.59(1Y)
Axis Multi Asset Allocation Fund 6.47(6M) 14.24(1Y)

Fund Prognosis

Idea Distiller

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  • Fund House AAUM:

  • Rs 12807730.79 Lakhs(as on December 31, 2023)

  • Fund Manager:

  • Combined experience of above 17 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

It is a fund that has many many competitors. But the fund house needs it. Doesn’t mean you need to.