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

INVEST VIA NRE/NRO

Bandhan Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt for NRI [18.71]

Min Investment

₹1,000

Fund Size

₹809.77 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

₹18.71

-5.52%

NAV as on 17 Jan 25, 12:00 AM

very high risk

aggressive allocation

equity

NAV as on 17 Jan 25, 12:00 AM

very high risk

aggressive allocation

equity

19.80%p.a.

Last 1Y

13.22%p.a.

Last 3Y

16.11%p.a.

Last 5Y

11.94%p.a.

Since Inception

About Bandhan Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt for NRIs

NRIs can achieve long-term capital appreciation by investing in the Bandhan Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt 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 Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt is Aggressive Allocation fund of its category with 809.77 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • Bandhan Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt delivered 19.8% annual returns during the last year. It has delivered 11.9% average annual returns since the fund was launched.
  • Bandhan Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt 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

7.3% Govt Stock 2053

8.95%

ICICI Bank Ltd

3.72%

Infosys Ltd

3.28%

Bharti Airtel Ltd (Partly Paid Rs.1.25)

3.11%

Bajaj Housing Finance Limited

3.08%

Reliance Industries Ltd

2.77%

Varun Beverages Ltd

2.57%

Axis Bank Ltd

2.56%

Zomato Ltd

2.50%

Bajaj Finance Ltd

2.19%

Fund Managers

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

Key Information

View Scheme Document

Bandhan Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt 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 Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt

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 Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt?

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 Hybrid Equity Fund Plan Payout of Income Distribution cum cptl Wdrl opt
  • 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

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Bandhan Corporate Bond Fund Plan Quarterly Payout of Income Dis cum Cptl Wdrl Opt

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Bandhan Corporate Bond Fund Plan Annual Payout of Income Dis cum Cptl Wdrl Opt

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