Bandhan Balanced Advantage Fund – Direct (IDCW)
₹ 100
Min SIP
₹ 1,000
Min Lumpsum
0.7 %
Expense Ratio
Rating
2,302
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22.6% | 11.9% | 14.4% | 10.5% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
1.16
Alpha
1.99
SD
0.49
Beta
0.57
Sharpe
Exit Load
| Exit Load | If redeemed/switched out within 1 year from the date of allotment. For 10% of investment:NIL - For remaining investment:1% Nil - If redeemed/switched out after 1 year from the date of allotment. |
|---|
Fund Objective
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. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.
Fund Managers
Sumit Agrawal - Vice President
A Vice President with an experience timeline of approximately 12 years in the industry, Mr Sumit Agrawal, has managed the funds of the AMC since 2016. In his stellar experience, he has worked with the erstwhile top fund houses like Mirae Asset, Axis Capital, JP Morgan in research and strategy positions.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 5,486
-
16.4%Fund Size - 5,486
-
8.7%Fund Size - 5,486
-
11.7%Fund Size - 5,486
-
- 94,048
-
38.5%Fund Size - 94,048
-
26%Fund Size - 94,048
-
23%Fund Size - 94,048
-
- 12,117
-
29.3%Fund Size - 12,117
-
14.9%Fund Size - 12,117
-
18.7%Fund Size - 12,117
-
- 60,135
-
24.4%Fund Size - 60,135
-
14.9%Fund Size - 60,135
-
15.6%Fund Size - 60,135
-
- 803
-
29.4%Fund Size - 803
-
14.8%Fund Size - 803
-
14.6%Fund Size - 803
AMC Contact Details
Bandhan Mutual Fund
AUM:
1,44,964 Cr
Address:
6th Flr,841 One World Center,Jupiter
mill,Senapati Bapat Marg,
Elphinstone Road(West), Mumbai-400013
Contact:
022-66289999
Email ID:
investormf@bandhanamc.com
More Funds from Bandhan Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Value .
-
- 10,241
-
41.9%Fund Size - 10,241
-
26.3%Fund Size - 10,241
-
29.9%Fund Size - 10,241
-
- Equity .
- ELSS .
-
- 7,178
-
35.2%Fund Size - 7,178
-
22.7%Fund Size - 7,178
-
27%Fund Size - 7,178
-
- Debt .
- Fixed Maturity Plans .
-
- 601
-
11.2%Fund Size - 601
-
14.5%Fund Size - 601
-
14%Fund Size - 601
-
- Debt .
- Fixed Maturity Plans .
-
- 120
-
11.2%Fund Size - 120
-
14.5%Fund Size - 120
-
14%Fund Size - 120
-
- Debt .
- Fixed Maturity Plans .
-
- 55
-
11.2%Fund Size - 55
-
14.5%Fund Size - 55
-
14%Fund Size - 55
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
40.1%Fund Size - 31,800
-
25%Fund Size - 31,800
-
24.3%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
42.7%Fund Size - 62,717
-
22%Fund Size - 62,717
-
23%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
38%Fund Size - 14,528
-
17.3%Fund Size - 14,528
-
22.7%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
46.2%Fund Size - 2,284
-
21.2%Fund Size - 2,284
-
22.4%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 1,203
-
44.1%Fund Size - 1,203
-
19.8%Fund Size - 1,203
-
22.1%Fund Size - 1,203
Frequently Asked Questions
How to invest in Bandhan Balanced Advantage Fund – Direct (IDCW) ?
You can invest in Bandhan Balanced Advantage Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Bandhan Balanced Advantage Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Bandhan Balanced Advantage Fund – Direct (IDCW) ?
The NAV of Bandhan Balanced Advantage Fund – Direct (IDCW) is ₹17.4 as of 30 August 2024.
How to redeem Bandhan Balanced Advantage Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Bandhan Balanced Advantage Fund – Direct (IDCW)?
The minimum SIP amount of Bandhan Balanced Advantage Fund – Direct (IDCW) is ₹100
What are the top sectors Bandhan Balanced Advantage Fund – Direct (IDCW) has invested in?
The top sectors Bandhan Balanced Advantage Fund – Direct (IDCW) has invested in are
- Debt - 19.4%
- Banks - 12.5%
- Finance - 9.34%
- IT-Software - 8.58%
- Automobiles - 6.22%
Can I make investments in both the SIP and Lump Sum schemes of Bandhan Balanced Advantage Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Bandhan Balanced Advantage Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have Bandhan Balanced Advantage Fund – Direct (IDCW) generated ?
The Bandhan Balanced Advantage Fund – Direct (IDCW) has delivered 10.5% since inception
What is the expense ratio of Bandhan Balanced Advantage Fund – Direct (IDCW) ?
The expense ratio of Bandhan Balanced Advantage Fund – Direct (IDCW) is 0.7 % as of 30 August 2024.
What is the AUM of Bandhan Balanced Advantage Fund – Direct (IDCW)?
The AUM of Bandhan Balanced Advantage Fund – Direct (IDCW) is ₹1,44,964 Cr as of 30 August 2024
What are the top stock holdings of Bandhan Balanced Advantage Fund – Direct (IDCW)?
The top stock holdings of Bandhan Balanced Advantage Fund – Direct (IDCW) are
- Infosys - 4.92%
- HDFC Bank - 4.41%
- Bajaj Finance - 3.77%
- Reliance Industr - 3.45%
- Cholaman.Inv.&Fn - 2.9%
How can I redeem my investments in Bandhan Balanced Advantage Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Bandhan Balanced Advantage Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Bandhan Balanced Advantage Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.