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: 1.94% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,228.68 Cr As on (30-04-2024) |
| Turn over: 38% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 year |
21.97
0.11 (0.5189%)
8.54%
Benchmark: 11.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 | 6.95 |
| Sharpe Ratio | 0.66 |
| Alpha | -0.45 |
| Beta | 0.52 |
| Yield to Maturity | 7.58 |
| Average Maturity | 4.81 |
PEER COMPARISON
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.97%
Others
23.95%
Large Cap
62.53%
Mid Cap
8.55%
