NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Bandhan Aggressive Hybrid Fund -IDCW for NRI [18.94]

Min Investment

1,000

Fund Size

2,021.45 Cr

Expense Ratio

2.3%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

18.94

0.71%

NAV as on 18 Sep 26, 12:00 AM

very high risk

aggressive allocation

equity

NAV as on 18 Sep 26, 12:00 AM

very high risk

aggressive allocation

equity

3.96%p.a.

Last 1Y

12.39%p.a.

Last 3Y

10.00%p.a.

Last 5Y

11.05%p.a.

Since Inception

About Bandhan Aggressive Hybrid Fund -IDCW for NRIs

NRIs can achieve long-term capital appreciation by investing in the Bandhan Aggressive Hybrid Fund -IDCW scheme from Bandhan Asset Management Company Limited. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Dec 2016, Bandhan Aggressive Hybrid Fund -IDCW is Aggressive Allocation fund of its category with 2,021.45 Cr fund under management as on Sep 2026. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • Bandhan Aggressive Hybrid Fund -IDCW delivered 4.0% annual returns during the last year. It has delivered 11.1% average annual returns since the fund was launched.
  • Bandhan Aggressive Hybrid Fund -IDCW scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The Fund seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments. The Fund also seeks to generate current income by investing in debt securities and money market instruments.

Top 10 Holdings

Cash

0.00%

Reverse Repo

2.58%

Net Receivables

0.08%

GOI Sec 6.79 15/05/2027

0.04%

Others Mrgn Money

0.00%

STATE DEVELOPMENT LOAN 19938 KAR 15NV27 7.70 FV RS 100

0.57%

Cash Margin

0.08%

STATE DEVELOPMENT LOAN 20004 GUJ 13DC27 7.75 FV RS 100

0.01%

CENTRAL GOVERNMENT LOAN 20061 GOI 08JN28 7.17 FV RS 100

0.14%

STATE DEVELOPMENT LOAN 20180 GUJ 21FB28 8.23 FV RS 100

0.53%

Fund Managers

  1. Harshal Joshi (Jul 2021 - Present)
  2. Gaurav Satra (Jun 2024 - Present)
  3. Prateek Poddar (Jun 2024 - Present)
  4. Ritika Behera (Oct 2023 - Present)
  5. Brijesh Shah (Jun 2024 - Present)

Key Information

View Scheme Document

Bandhan Aggressive Hybrid Fund -IDCW SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Bandhan Aggressive Hybrid Fund -IDCW

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Bandhan Aggressive Hybrid Fund -IDCW?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Bandhan Aggressive Hybrid Fund -IDCW
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions