Bandhan Balanced Advantage Fund
100
Min SIP
1,000
Min Lumpsum
0.58 %
Expense Ratio
Rating
2,504
Fund Size (in Cr)
9 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 | 13.1% | 15.4% | 9.1% | 9% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
Reliance Industr
Infosys
Bajaj Finance
Others
Advance Ratio
0.24
Alpha
2.28
SD
0.44
Beta
0.47
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
- 1Y
- 3Y
- 5Y
-
- 54,412
-
20.7%Fund Size - 54,412
-
31.1%Fund Size - 54,412
-
13.9%Fund Size - 54,412
-
- 8,906
-
12.8%Fund Size - 8,906
-
19.9%Fund Size - 8,906
-
12.3%Fund Size - 8,906
-
- 45,584
-
12.1%Fund Size - 45,584
-
19.8%Fund Size - 45,584
-
11%Fund Size - 45,584
-
- 6,357
-
13.3%Fund Size - 6,357
-
19.8%Fund Size - 6,357
-
10.6%Fund Size - 6,357
-
- 6,711
-
12.3%Fund Size - 6,711
-
18.7%Fund Size - 6,711
-
10.3%Fund Size - 6,711
AMC Contact Details
Bandhan Mutual Fund
AUM:
1,17,070 Cr
Address:
6th Flr,841 One World Center,Jupiter
mill,Senapati Bapat Marg,
Elphinstone Road(West), Mumbai-400013
Contact:
022-66289999
Email ID:
investormf@idfc.com
Frequently Asked Questions
How to invest in Bandhan Balanced Advantage Fund ?
You can invest in Bandhan Balanced Advantage Fund 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 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 ?
The NAV of Bandhan Balanced Advantage Fund is ₹20.9 as of 26 May 2023.
How to redeem Bandhan Balanced Advantage Fund 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?
The minimum SIP amount of Bandhan Balanced Advantage Fund is ₹100
What are the top sectors Bandhan Balanced Advantage Fund has invested in??
The top sectors Bandhan Balanced Advantage Fund has invested in are
- ICICI Bank - 9.46%
- HDFC Bank - 6.39%
- Reliance Industr - 5.25%
- Infosys - 4.17%
- Bajaj Finance - 4.16%
How much returns have Bandhan Balanced Advantage Fund generated ?
The Bandhan Balanced Advantage Fund has delivered 9% since inception
What is the expense ratio of Bandhan Balanced Advantage Fund ?
The expense ratio of Bandhan Balanced Advantage Fund is 0.58 % as of 26 May 2023.
What is the AUM of Bandhan Balanced Advantage Fund?
The AUM of Bandhan Balanced Advantage Fund is ₹1,17,070 Cr as of 26 May 2023
What are the top stock holdings of Bandhan Balanced Advantage Fund?
The top stock holdings of Bandhan Balanced Advantage Fund are
- ICICI Bank - 9.46%
- HDFC Bank - 6.39%
- Reliance Industr - 5.25%
- Infosys - 4.17%
- Bajaj Finance - 4.16%