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: 2.05% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 2,217.35 Cr As on 31-03-2025(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.

23.671

8.51%

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 7.91
Sharpe Ratio 0.2
Alpha -0.63
Beta 0.92
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 9.26 14.96 10.21 13.19 8.37
Axis Balanced Advantage Fund - Regular Plan - Growth 07-08-2017 13.65 20.03 14.04 14.49 -
UTI - Unit Linked Insurance Plan 01-10-1971 13.52 13.24 8.82 12.73 8.1
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 10-02-2023 12.94 17.67 - - -
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 01-02-2014 12.18 16.22 11.4 13.04 8.89
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 11.8 16.66 12.66 16.66 11.07
LIC MF Balanced Advantage Fund-Regular Plan-Growth 05-11-2021 10.97 13.37 10.59 - -
Kotak Balanced Advantage Fund -Regular Plan - Growth Option 05-07-2018 10.91 14.78 11.7 15.56 -
UTI Balanced Advantage Fund - Regular Plan - Growth Option 10-08-2023 10.85 - - - -
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth 27-02-2024 10.48 - - - -

Scheme Characteristics

Investment in equity/ debt that is managed dynamically.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.87%

Others

-17.68%

Large Cap

66.22%

Mid Cap

8.43%

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