Aditya Birla Sun Life Aggressive Hybrid Fund vs Bandhan Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) returned 9.5% a year and Bandhan Aggressive Hybrid Fund (Direct) returned 14.3% a year. Aditya Birla Sun Life Aggressive Hybrid Fund charges 1.17% a year and Bandhan Aggressive Hybrid Fund 0.87% (Direct plans). Their portfolios overlap 38.5%: they hold 31 of the same securities.
Aditya Birla Sun Life Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 9.5%
- Expense ratio
- 1.17%
- NAV
- ₹1,673.78
Bandhan Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 14.3%
- Expense ratio
- 0.87%
- NAV
- ₹31.10
Which is better, Aditya Birla Sun Life Aggressive Hybrid or Bandhan Aggressive Hybrid? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Bandhan Aggressive Hybrid returned more over 5 years: 10.9% a year against 7.3%.
- Bandhan Aggressive Hybrid returned more over 3 years: 14.3% a year against 9.5%.
- Bandhan Aggressive Hybrid costs less: 0.87% a year against 1.17% (Direct plans).
- Aditya Birla Sun Life Aggressive Hybrid swung less over 3 years: a standard deviation of 10.3% a year against 11.9%.
- Bandhan Aggressive Hybrid fell less in its worst fall since 02-01-2017: −31.6% against −32.0%.
- Aditya Birla Sun Life Aggressive Hybrid is the larger fund: ₹6,831 Cr against ₹2,610 Cr.
- Their portfolios overlap 38.5%: 31 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life Aggressive Hybrid Fund | Bandhan Aggressive Hybrid Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Bandhan Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹6,831 Cr (30-09-2026) | ₹2,610 Cr (31-08-2026) |
| NAV | ₹1,673.78 (Direct) | ₹31.10 (Direct) |
| Expense ratio (Direct) | 1.17% | 0.87% |
| Expense ratio (Regular) | 1.90% | 2.24% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 10-02-1995 | 30-12-2016 |
| Minimum investment | ₹100 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Chanchal Khandelwal, Harshil Suvarnkar | Harshal Joshi, Prateek Poddar |
| Exit load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months. |
Aditya Birla Sun Life Aggressive Hybrid vs Bandhan Aggressive Hybrid: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | −0.51% | −4.27% | −0.10% | −4.78% | +9.52% | +7.26% | +9.55% |
| Bandhan Aggressive Hybrid Fund (Direct) | −0.21% | −2.41% | +2.77% | +1.12% | +14.34% | +10.86% | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | -- |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
Aditya Birla Sun Life Aggressive Hybrid vs Bandhan Aggressive Hybrid: Year-wise Returns
| Year | Aditya Birla Sun LifeAditya Birla Sun Life Aggressive Hybrid | BandhanBandhan Aggressive Hybrid |
|---|---|---|
| 2026to date | −5.13% | +1.29% |
| 2025 | +8.01% | +9.12% |
| 2024 | +16.15% | +22.57% |
| 2023 | +22.23% | +21.95% |
| 2022 | −0.97% | +0.22% |
| 2021 | +25.12% | +32.44% |
Aditya Birla Sun Life Aggressive Hybrid vs Bandhan Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,686 of them, one for each trading day from 02-01-2020 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
to
Jul 2020Sept 2018
to
Sept 2021Nov 2019
to
Nov 2022Jan 2021
to
Jan 2024Mar 2022
to
Mar 2025Apr 2023
to
Apr 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid | 6.6 | 6.2 | 13.3 | 52.0 | 18.1 | 3.8 | 0.0 | 11.6% | 12.9% | −6.4% | 24.7% |
| Bandhan Aggressive Hybrid | 5.1 | 5.8 | 8.9 | 23.2 | 49.0 | 7.5 | 0.5 | 13.9% | 15.5% | −6.0% | 28.0% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 02-01-2017. Past returns do not promise future returns.
Aditya Birla Sun Life Aggressive Hybrid vs Bandhan Aggressive Hybrid: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 02-01-2017 to 30-10-2026: 118 instalments, ₹11,80,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive HybridAditya Birla Sun Life Aggressive Hybrid Fund (Direct) | ₹11,80,000 | ₹19,30,470 | ₹7,50,470 | 9.7% |
| Bandhan Aggressive HybridBandhan Aggressive Hybrid Fund (Direct) | ₹11,80,000 | ₹22,97,363 | ₹11,17,363 | 13.0% |
Aditya Birla Sun Life Aggressive HybridAditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Bandhan Aggressive HybridBandhan Aggressive Hybrid Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life Aggressive Hybrid vs Bandhan Aggressive Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Bandhan Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.78% | +1.12% |
| Standard deviation | 10.75% | 11.61% |
| Sharpe ratio | -0.93 | -0.36 |
| Sortino ratio | -1.25 | -0.48 |
| Maximum drawdown | −11.5% (30-03-2026) | −10.3% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Bandhan Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.52% | +14.34% |
| Standard deviation | 10.27% | 11.86% |
| Sharpe ratio | 0.34 | 0.70 |
| Sortino ratio | 0.47 | 0.95 |
| Maximum drawdown | −13.3% (28-02-2025) | −13.4% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Bandhan Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.26% | +10.86% |
| Standard deviation | 10.57% | 11.50% |
| Sharpe ratio | 0.14 | 0.44 |
| Sortino ratio | 0.19 | 0.59 |
| Maximum drawdown | −14.3% (20-06-2022) | −15.5% (20-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Bandhan Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.96% | +12.22% |
| Standard deviation | 11.70% | 12.27% |
| Sharpe ratio | 0.51 | 0.56 |
| Sortino ratio | 0.68 | 0.75 |
| Maximum drawdown | −32.0% (23-03-2020) | −31.6% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | −32.0% | 16-01-2020 | 23-03-2020 | 11-11-2020 | 8 months | −6.0% |
| Bandhan Aggressive Hybrid Fund (Direct) | −31.6% | 13-02-2020 | 23-03-2020 | 05-11-2020 | 7 months | −4.7% |
From daily values since 02-01-2017, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid Fund (Direct)
Aditya Birla Sun Life Aggressive Hybrid vs Bandhan Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Aggressive Hybrid Fund, September 2026; Bandhan Aggressive Hybrid Fund, August 2026
Holdings in common
- Overlap
- 38.5%
- Held by both
- 31
- Only in Aditya Birla Sun Life Aggressive Hybrid
- 120
- Only in Bandhan Aggressive Hybrid
- 77
| Security | % of Aditya Birla Sun Life Aggressive Hybrid | % of Bandhan Aggressive Hybrid |
|---|---|---|
| ICICI Bank Ltd. | 6.12% | 5.77% |
| HDFC Bank Ltd. | 4.88% | 4.44% |
| Reliance Industries Ltd. | 3.61% | 3.80% |
| State Bank of India | 2.65% | 3.14% |
| Axis Bank Ltd. | 2.63% | 1.84% |
| Infosys Ltd. | 1.74% | 2.03% |
| Larsen & Toubro Ltd. | 1.71% | 2.06% |
| Mahindra & Mahindra Ltd. | 1.67% | 2.15% |
| Eternal Ltd. | 1.64% | 2.14% |
| Sun Pharmaceutical Industries Ltd. | 1.46% | 1.93% |
| Bharti Airtel Ltd. | 2.98% | 1.34% |
| Bharat Electronics Ltd. | 0.97% | 1.10% |
| Shriram Finance Ltd. | 1.02% | 0.91% |
| Meesho Ltd. | 1.04% | 0.89% |
| Coforge Ltd. | 0.81% | 1.06% |
| Tech Mahindra Ltd. | 0.77% | 1.09% |
| Kotak Mahindra Bank Ltd. | 1.97% | 0.67% |
| Titan Company Ltd. | 0.64% | 0.81% |
| Grasim Industries Ltd. | 0.64% | 0.68% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.98% | 0.58% |
| Bajaj Finserv Ltd. | 0.51% | 1.98% |
| Vedanta Aluminium Metal Ltd. | 0.48% | 0.87% |
| Adani Ports and Special Economic Zone Ltd. | 0.42% | 0.66% |
| SBI Life Insurance Co. Ltd. | 0.41% | 1.09% |
| Sona Blw Precision Forgings Ltd. | 1.09% | 0.41% |
| Trent Ltd. | 0.39% | 0.45% |
| Biocon Ltd. | 0.28% | 0.30% |
| Tube Investments of India Ltd. | 0.40% | 0.25% |
| Ultratech Cement Ltd. | 0.24% | 0.85% |
| Adani Energy Solutions Ltd. | 0.66% | 0.21% |
| 7.48% National Bank for Agriculture and Rural Development (15/09/2028) | 0.18% | 1.60% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 38.5% means 38.5% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 8.92% Cholamandalam Investment & Finance Co. Ltd. (02/12/2034) | 2.09% |
| Bajaj Finance Ltd. | 1.93% |
| 7.30% Bharti Telecom Ltd. (01/12/2027) | 1.81% |
| IRB Invit Fund | 1.58% |
| Hindalco Industries Ltd. | 1.38% |
Largest holdings only in Bandhan Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 7.07% Bajaj Finance Limited | 2.82% |
| NTPC Limited | 2.77% |
| 7.3% GOI (MD 19/06/2053) | 2.04% |
| JSW Steel Limited | 1.96% |
| 7.83% Bajaj Housing Finance Limited | 1.91% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Aggressive Hybrid | Bandhan Aggressive Hybrid |
|---|---|---|
| Equity | 75.5% | 79.6% |
| Debt | 18.9% | 18.6% |
| Cash and others | 5.6% | 1.8% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Aggressive Hybrid | Bandhan Aggressive Hybrid |
|---|---|---|
| Large Cap | 52.3% | 55.0% |
| Mid Cap | 14.8% | 10.8% |
| Small Cap | 8.4% | 13.5% |
| Not on AMFI's list | 0.0% | 0.4% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life Aggressive Hybrid | Bandhan Aggressive Hybrid |
|---|---|---|
| Banks | 19.2% | 16.6% |
| Retailing | 5.1% | 3.8% |
| Pharmaceuticals & Biotechnology | 5.0% | 5.0% |
| Finance | 4.9% | 4.4% |
| IT - Software | 4.7% | 4.2% |
| Automobiles | 1.7% | 4.2% |
| Auto Components | 3.8% | 2.2% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Aggressive Hybrid vs Bandhan Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Aggressive Hybrid Fund | Bandhan Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.17% | 0.87% |
| Base expense ratio (Direct) | 0.92% | 0.51% |
| Total expense ratio (Regular) | 1.90% | 2.24% |
| Base expense ratio (Regular) | 1.55% | 1.69% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Aditya Birla Sun Life Aggressive Hybrid with
Aditya Birla Sun Life Aggressive Hybrid Fund vs Bandhan Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by Aditya Birla Sun Life Mutual Fund and Bandhan Mutual Fund. Their portfolios overlap 38.5%. Aditya Birla Sun Life Aggressive Hybrid Fund charges 1.17% a year and Bandhan Aggressive Hybrid Fund 0.87%.
Which has given higher returns, Aditya Birla Sun Life Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
Over 1 year: Aditya Birla Sun Life Aggressive Hybrid Fund −4.78%, Bandhan Aggressive Hybrid Fund +1.12%. Over 3 years: Aditya Birla Sun Life Aggressive Hybrid Fund +9.52% a year, Bandhan Aggressive Hybrid Fund +14.34% a year. Over 5 years: Aditya Birla Sun Life Aggressive Hybrid Fund +7.26% a year, Bandhan Aggressive Hybrid Fund +10.86% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund charges less: 0.87% a year against 1.17%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund overlap?
38.5%. They hold 31 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
On SEBI's riskometer, Aditya Birla Sun Life Aggressive Hybrid Fund is rated Very High and Bandhan Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 10.27% and 11.86% a year.
Which is better for SIP, Aditya Birla Sun Life Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,31,466 in Aditya Birla Sun Life Aggressive Hybrid Fund (XIRR 7.1% a year) and ₹8,22,179 in Bandhan Aggressive Hybrid Fund (XIRR 11.7% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund?
Yes. 38.5% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Aditya Birla Sun Life Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund: Chanchal Khandelwal, Harshil Suvarnkar. Bandhan Aggressive Hybrid Fund: Harshal Joshi, Prateek Poddar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.