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: 1000.0
Minimum Topup: 1000.0
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.

23.061

8.31%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 7.97 15.27 9.22 14.3 8.08
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 01-02-2014 12.57 16.91 10.92 13.22 8.7
Axis Balanced Advantage Fund - Regular Plan - Growth 07-08-2017 11.22 20.22 12.96 14.31 -
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 10-02-2023 10.87 17.85 - - -
UTI - Unit Linked Insurance Plan 01-10-1971 10.58 12.74 7.77 12.38 7.69
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 10.24 16.63 11.73 16.95 10.65
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth 27-02-2024 9.97 - - - -
LIC MF Balanced Advantage Fund-Regular Plan-Growth 05-11-2021 9.36 13.82 9.82 - -
UTI Balanced Advantage Fund - Regular Plan - Growth Option 10-08-2023 9.24 - - - -
Franklin India Balanced Advantage Fund- Growth 06-09-2022 8.75 17.39 - - -

Scheme Characteristics

Investment in equity/ debt that is managed dynamically.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.87%

Others

-15.42%

Large Cap

64.94%

Mid Cap

8.02%

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