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: 2.01% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,268.45 Cr As on 31-10-2024(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. |
23.197
0.09 (0.3707%)
8.67%
Benchmark: 11.66%
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
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 | 7.06 |
| Sharpe Ratio | 0.32 |
| Alpha | 0.15 |
| Beta | 0.87 |
| Yield to Maturity | 7.29 |
| Average Maturity | 10.26 |
PEER COMPARISON
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.27%
Others
-21.01%
Large Cap
64.36%
Mid Cap
9.73%
