BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund House: Bandhan Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 05-10-2014 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
| TER: 2.04% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 2,141.18 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 41% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
23.077
0.14 (0.6197%)
8.3%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 7.61 |
| Sharpe Ratio | 0.2 |
| Alpha | -0.88 |
| Beta | 0.9 |
| Yield to Maturity | 7.29 |
| Average Maturity | 10.26 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BANDHAN Balanced Advantage Fund Regular Plan Growth | 05-10-2014 | 7.49 | 14.3 | 8.68 | 14.73 | 7.93 |
| DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | 01-02-2014 | 11.94 | 16.09 | 10.38 | 13.8 | 8.63 |
| UTI - Unit Linked Insurance Plan | 01-10-1971 | 10.74 | 12.27 | 7.38 | 12.7 | 7.58 |
| Axis Balanced Advantage Fund - Regular Plan - Growth | 07-08-2017 | 10.46 | 19.1 | 12.34 | 14.69 | - |
| Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth | 27-02-2024 | 10.03 | - | - | - | - |
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.87%
Others
-15.42%
Large Cap
64.94%
Mid Cap
8.02%
