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. |
23.578
-0.01 (-0.0509%)
8.46%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced 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 | 7.91 |
| Sharpe Ratio | 0.2 |
| Alpha | -0.63 |
| Beta | 0.92 |
| Yield to Maturity | 7.29 |
| Average Maturity | 10.26 |
PEER COMPARISON
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.87%
Others
-17.68%
Large Cap
66.22%
Mid Cap
8.43%
