- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Balanced Advantage fund (RIDCW-Q)
Formerly IDFC Balanced Advantage Reg IDCW-R
Bandhan Balanced Advantage fund (RIDCW-Q)
₹ 13.359
NAV (Oct 03)
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.
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.359
NAV (Oct 3)
Fund Returns
Last 1Y | 4.2% |
Last 3Y | 8.4% |
Last 5Y | 7.6% |
Last 10Y | NA |
Since Inception | 6.9% |
6 Month CAGR | 8.5% |
Scheme Information
The primary objective of the scheme is to seek 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. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments.There is no assurance or guarantee that the objectives of the scheme will be realised.
Expense Ratio | 1.94 |
Launched (9y ago) | Oct 10, 2014 |
AUM in Crores | 2354.970 |
ISIN | INF194KA1UG3 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 7.3 |
Standard Deviation (5yr) | 11.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.483 |
Sharpe Ratio (5yr) | 0.254 |
YTM | 7.25 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Balanced Advantage fund (RIDCW-Q) | 8,80,709 | 1,48,097 | 7.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 3,302 cr | ||
₹ 587 cr | ||
₹ 2,901 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.8% | ||
- | 1.7% | ||
- | 1.7% | ||
- | 1.7% | ||
3.5% | 7.6% |
Bandhan Balanced Advantage fund (RIDCW-Q) Review
Bandhan Balanced Advantage fund (RIDCW-Q) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 6.9% over a period of 8 years. The fund was previously known as IDFC Balanced Advantage Reg IDCW-R. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Brijesh Shah, Nishita Shah, Sachin Relekar, Sumit Agrawal, Vishal Biraia.
Nav of Bandhan Balanced Advantage fund (RIDCW-Q) as of 10/3/2023 is ₹13.36 with the total AUM as of 10/4/2023 is ₹2354.97. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Balanced Advantage fund (RIDCW-Q) was launched on Oct 10, 2014. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Bandhan Balanced Advantage fund (RIDCW-Q) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Bandhan Balanced Advantage fund (RIDCW-Q)?
How to invest in Bandhan Balanced Advantage fund (RIDCW-Q)?
You can invest in Bandhan Balanced Advantage fund (RIDCW-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bandhan Balanced Advantage fund (RIDCW-Q)?
The minimum sip amount for Bandhan Balanced Advantage fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Balanced Advantage fund (RIDCW-Q) good to invest in?
As per Scripbox experts, Bandhan Balanced Advantage fund (RIDCW-Q) is a Neutral fund. You can investBandhan Balanced Advantage fund (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bandhan Balanced Advantage fund (RIDCW-Q)?
The expense ratio of the Bandhan Balanced Advantage fund (RIDCW-Q) is 1.94% for regular plan.