Bandhan Balanced Advantage Fund Regular Plan Growth

Risk: Moderately High
₹ 23.05
NAV (Jul 25,2024)

The Bandhan Balanced Advantage Fund - Regular Plan - Growth offers an excellent investment opportunity. With an expense ratio of 1.94, this fund aims to deliver growth while maintaining a balanced portfolio. As of the latest data, the fund has a PE ratio of 40.17 and a PB ratio of 7.89. The scheme has an established date of 2014-10-10 and a minimum investment requirement of INR 1000. With an AUM of INR 2348.34, this fund is a reliable choice for investors.

Bandhan Balanced Advantage Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Bandhan Balanced Advantage Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    38.19
  • P/B Ratio
    UM_URBAN_MONEY

    6.10
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.20

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.94%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2216.86 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,632.39 (6.32%)₹ 11,095.38 (10.95%)₹ 11,861.58 (18.62%)₹ 13,200 (32.00%)₹ 17,503.04 (75.03%)
₹ 30,000₹ 31,897.17 (6.32%)₹ 33,286.14 (10.95%)₹ 35,584.74 (18.62%)₹ 39,600 (32.00%)₹ 52,509.12 (75.03%)
₹ 50,000₹ 53,161.95 (6.32%)₹ 55,476.9 (10.95%)₹ 59,307.9 (18.62%)₹ 66,000 (32.00%)₹ 87,515.2 (75.03%)
₹ 80,000₹ 85,059.12 (6.32%)₹ 88,763.04 (10.95%)₹ 94,892.64 (18.62%)₹ 1,05,600 (32.00%)₹ 1,40,024.32 (75.03%)
₹ 1,00,000₹ 1,06,323.9 (6.32%)₹ 1,10,953.8 (10.95%)₹ 1,18,615.8 (18.62%)₹ 1,32,000 (32.00%)₹ 1,75,030.4 (75.03%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India11.83%
  • ICICI Bank Limited9.54%
  • Bajaj Finance Limited7.22%
  • HDFC Bank Limited6.59%
  • Infosys Limited3.85%
  • Reliance Industries Limited3.41%
  • Cholamandalam Investment and Finance Company Ltd2.64%
  • State Bank of India2.59%
  • Hindustan Unilever Limited2.52%
  • Small Industries Dev Bank of India2.25%
  • Larsen & Toubro Limited2.19%
  • Godrej Consumer Products Limited2.18%
  • Bharti Airtel Limited1.73%
  • Tata Consultancy Services Limited1.55%
  • Kotak Mahindra Bank Limited1.35%
  • Maruti Suzuki India Limited1.34%
  • Tata Motors Limited1.21%
  • United Spirits Limited1.21%
  • Power Finance Corporation Limited1.13%
  • HDFC Life Insurance Company Limited1.11%
  • National Bank For Agriculture and Rural Development1.11%
  • ITC Limited1.07%
  • MphasiS Limited1.05%
  • REC Limited0.97%
  • Power Grid Corporation of India Limited0.95%
  • Axis Bank Limited0.93%
  • Triparty Repo0.93%
  • Info Edge India Limited0.90%
  • Zomato Limited0.89%
  • Hindalco Industries Limited0.87%
  • SignatureGlobal India Limited0.86%
  • Samvardhana Motherson International Limited0.83%
  • Bharat Heavy Electricals Limited0.81%
  • JSW Steel Limited0.79%
  • Bharat Electronics Limited0.76%
  • Lupin Limited0.74%
  • Ambuja Cements Limited0.72%
  • Indian Oil Corporation Limited0.69%
  • NTPC Limited0.65%
  • Mahindra & Mahindra Limited0.64%
  • Apar Industries Limited0.61%
  • Sona BLW Precision Forgings Limited0.59%
  • Container Corporation of India Limited0.58%
  • TVS Motor Company Limited0.58%
  • MOIL Limited0.57%
  • ISGEC Heavy Engineering Limited0.57%
  • Sobha Limited0.57%
  • Varun Beverages Limited0.56%
  • GAIL India Limited0.55%
  • Oil & Natural Gas Corporation Limited0.55%
  • Tech Mahindra Limited0.55%
  • Glenmark Pharmaceuticals Limited0.55%
  • Sun Pharmaceutical Industries Limited0.55%
  • Trent Limited0.54%
  • Shriram Finance Limited0.53%
  • Hitachi Energy India Limited0.52%
  • Aditya Birla Fashion and Retail Limited0.52%
  • Cholamandalam Financial Holdings Limited0.50%
  • One Communications Limited0.49%
  • Aurobindo Pharma Limited0.43%
  • Bajaj Finserv Limited0.41%
  • Zee Entertainment Enterprises Limited0.40%
  • Jindal Stainless Limited0.39%
  • PI Industries Limited0.38%
  • Mrs Bectors Food Specialities Limited0.36%
  • Net Current Assets0.33%
  • UNO Minda Limited0.30%
  • Electronics Mart India Limited0.30%
  • Bank of India0.29%
  • SRF Limited0.27%
  • Praj Industries Limited0.27%
  • DLF Limited0.21%
  • ACC Limited0.21%
  • UltraTech Cement Limited0.20%
  • Titan Company Limited0.17%
  • Divi s Laboratories Limited0.03%
  • Cash Margin CCIL0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

22.26%

Axis Balanced Advantage Fund - Regular Plan - GrowthAxis Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

13.70%

NJ Balanced Advantage Fund - Regular Plan - GrowthNJ Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

12.87%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

11.98%

SBI Balanced Advantage Fund - Regular Plan - GrowthSBI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

11.74%

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

10.84%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

10.82%

ICICI Prudential Balanced Advantage Fund - GrowthICICI Prudential Balanced Advantage Fund - Growth

HYBRID

High

10.71%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

10.14%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

8.00%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

39.14%

NJ Balanced Advantage Fund - Regular Plan - GrowthNJ Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

31.61%

Axis Balanced Advantage Fund - Regular Plan - GrowthAxis Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

26.82%

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

23.69%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

23.18%

SBI Balanced Advantage Fund - Regular Plan - GrowthSBI Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Moderately High

21.57%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

20.69%

ICICI Prudential Balanced Advantage Fund - GrowthICICI Prudential Balanced Advantage Fund - Growth

HYBRID

High

19.41%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

19.02%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

17.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Balanced Advantage Fund - GrowthHDFC Balanced Advantage Fund - Growth

HYBRID

Very High

24.82%

Bank of India Balanced Advantage Fund - Regular Plan - GrowthBank of India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

13.48%

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

13.28%

Axis Balanced Advantage Fund - Regular Plan - GrowthAxis Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

12.92%

Tata Balanced Advantage Fund - Regular Plan - GrowthTata Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

12.84%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

12.83%

ICICI Prudential Balanced Advantage Fund - GrowthICICI Prudential Balanced Advantage Fund - Growth

HYBRID

High

12.77%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

11.50%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

11.47%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

9.01%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - GrowthBaroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

15.08%

ICICI Prudential Balanced Advantage Fund - GrowthICICI Prudential Balanced Advantage Fund - Growth

HYBRID

High

12.92%

Tata Balanced Advantage Fund - Regular Plan - GrowthTata Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

12.70%

Union Balanced Advantage Fund - Regular Plan - GrowthUnion Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.90%

Aditya Birla Sun Life Balanced Advantage Fund - GrowthAditya Birla Sun Life Balanced Advantage Fund - Growth

HYBRID

Very High

11.86%

Nippon India Balanced Advantage Fund - GrowthNippon India Balanced Advantage Fund - Growth

HYBRID

Very High

11.79%

Kotak Balanced Advantage Fund - Regular Plan - GrowthKotak Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.77%

HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

11.56%

Axis Balanced Advantage Fund - Regular Plan - GrowthAxis Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.35%

Bank of India Balanced Advantage Fund - Regular Plan - GrowthBank of India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

9.12%

Show all Funds

Fund Managers

MG

Mr. Manish GunwaniSenior Fund Manager

Mr. Manish Gunwani is associated ICICI Prudential AMC Ltd from June 2010 till date. In past he has worked with Vicisoft Technoligies, Brics Securities, Lucky Securities.

PP

Mr. Prateek PoddarCo- Fund Manager & Research Analyst

BS

Mr. Brijesh ShahDeputy Manager - Fund Management

Mr. Shah is associated with IDFC AMC since August 2015 as part of the Fixed Income Team and will now be handling investments and fixed income fund management.Prior experience:1) IDBI Asset Management Ltd. - Dealing in Fixed income (Jan. 2013 to Aug. 2015)2) India Bulls Asset Management Ltd. - Dealing in Fixed income (Jun. 2011 to Dec. 2012)3) Mata Securities - Relationship Manager, Wholesale Debt Market (Jun. 2010 to Jun. 2011)4) Twenty First Century - Relationship Manager, Wholesale Debt Market (Jan. 2009 to May 2010)

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FAQ's

What is the risk level associated with the Bandhan Balanced Advantage Fund - Regular Plan - Growth?

The Bandhan Balanced Advantage Fund - Regular Plan - Growth is a Moderately High risk mutual fund.

What is the current NAV (Net Asset Value) of the Bandhan Balanced Advantage Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Bandhan Balanced Advantage Fund - Regular Plan - Growth as of Jul 25,2024 is INR 23.05.

What are the returns generated by the Bandhan Balanced Advantage Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Bandhan Balanced Advantage Fund - Regular Plan - Growth has delivered annual returns of 17.24% in the last year, 9.38% over the past three years, and 10.14% over the last five years.

What is the expense ratio associated with the Bandhan Balanced Advantage Fund - Regular Plan - Growth?

The Bandhan Balanced Advantage Fund - Regular Plan - Growth has a low expense ratio of 1.94%.

What is the minimum investment amount required for the Bandhan Balanced Advantage Fund - Regular Plan - Growth?

The minimum investment amount for the Bandhan Balanced Advantage Fund - Regular Plan - Growth is INR 1000.

Is there a systematic investment plan (SIP) available for the Bandhan Balanced Advantage Fund - Regular Plan - Growth?

Yes, Bandhan Balanced Advantage Fund - Regular Plan - Growth offers SIP with a minimum investment of INR 1000 per month.

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