Bandhan Mutual Fund Revises Asset Allocation in Flexi Cap and Aggressive Hybrid Funds

Bandhan Mutual Fund has updated the asset allocation limits for 2 of its schemes, with the changes effective from 20 April 2026. The revision outlines new minimum and maximum exposure levels across equity, debt, and select additional instruments.  

The structure of both schemes remains unchanged. 

Flexi Cap Fund: Allocation Range Adjusted 

The Bandhan Flexi Cap Fund will continue to invest a minimum of 65% in equities and equity-related instruments, with the upper limit at 100%. Allocation to debt and money market instruments is allowed up to 35%. 

The scheme can also invest up to 35% in securitised debt. In addition, exposure of up to 10% each is permitted in gold and silver ETFs, and units issued by Infrastructure Investment Trusts (InvITs). 

Aggressive Hybrid Fund: Equity and Debt Mix Retained 

In the Bandhan Aggressive Hybrid Fund, equity exposure will range between 65% and 80%. Debt and money market instruments, including InvIT units, will account for 20% to 35% of the portfolio. 

Separately, the fund may allocate up to 10% to InvITs and up to 10% to gold and silver ETFs. The allocation bands continue to reflect the scheme’s equity-oriented hybrid structure. 

Scope for Additional Instruments 

Both schemes now allow limited exposure to gold and silver ETFs and InvIT units within defined limits. These instruments sit alongside existing categories such as equities, debt and securitised debt. 

The revised limits set boundaries for allocation but do not indicate any change in investment approach beyond the permitted ranges. 

Read More: Diverging Moves in Small Cap Funds: Tata and ICICI Prudential Reopen, SBI Remains Shut! 

Conclusion 

The updated asset allocation framework takes effect from 20 April 2026, setting revised exposure limits while keeping the overall nature of the schemes intact. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.   
 
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing