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

22.148

8.61%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 6.95
Sharpe Ratio 0.66
Alpha -0.45
Beta 0.52
Yield to Maturity 7.58
Average Maturity 4.81

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 19.41 15.06 10.0 10.61 -
quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan 12-04-2023 62.23 - - - -
HDFC Balanced Advantage Fund - Growth Plan 01-02-1994 42.97 31.03 24.17 18.84 15.08
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth 30-12-2021 30.75 18.21 - - -
Shriram Balanced Advantage Fund - Regular Growth 05-07-2019 30.43 17.45 12.84 - -
NJ Balanced Advantage Fund - Regular Plan - Growth Option 05-10-2021 29.39 18.78 - - -
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 04-11-2018 28.38 20.74 14.6 15.75 -
Franklin India Balanced Advantage Fund- Growth 06-09-2022 27.3 - - - -
BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH 14-03-2014 27.01 18.29 15.49 10.13 8.49
Invesco India Balanced Advantage Fund - Growth 04-10-2007 26.93 19.15 12.47 11.22 10.91

Scheme Characteristics

Investment in equity/ debt that is managed dynamically.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.97%

Others

23.95%

Large Cap

62.53%

Mid Cap

8.55%

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