Bandhan Mutual Funds

Bandhan Balanced Advantage Fund Direct Plan Growth

₹ 26.42

NAV (Apr 01)

15.746%
5 Year CAGR
Scripbox Opinion
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Neutral
Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

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Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives.

Expense Ratio
0.78 %
Launched 10Y ago
2014-10-10
AUM in Crores
2141.2
ISIN
INF194KA1UH1
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
7.6
Beta
0.6
Sharpe Ratio
0.4
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-19

Top Stock Holdings

Others

39.64%
39.64%

GOI

6.26%
6.26%

Infosys Ltd.

4.92%
4.92%

HDFC Bank Ltd.

4.41%
4.41%

Bajaj Finance Ltd.

3.77%
3.77%
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Allocation by Sector

Financial

13.49%
13.49%

Healthcare

5.9%
5.9%

Services

5.35%
5.35%

Technology

4.17%
4.17%

Energy

2.97%
2.97%
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Frequently Asked Questions

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