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BANDHAN Balanced Advantage Fund Regular Plan IDCW
- Hybrid
- Dynamic Asset Allocation
- Moderately High
-
₹15.09
(0.022%)
Current NAV 26-07-2024
-
18.41%
1Y Returns
-
Min. SIP ₹100
Min. Investment ₹1000
Returns (as on 27-Jul-2024)
Track investment returns to meet financial goals.
This Fund | Category Avg. | Benchmark | |
---|---|---|---|
1W | -0.36% | -0.49% | -1.56% |
1M | 1.76% | 2.01% | 2.97% |
3M | 5.84% | 6.48% | 8.8% |
6M | 11.02% | 11.93% | 15.16% |
1Y | 18.41% | 23.85% | 25.53% |
2Y | 15.07% | 18.01% | 22.49% |
3Y | 9.65% | 12.59% | 16.77% |
5Y | 11.72% | 13.5% | 18.11% |
ALL | 8.72% | 13.38% | 14.33% |
Check out what are trailling and rolling returns of this fund ?
View Detail Return Analysis1 Lac Users Opted for this Service
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To know your eligibility for Mutual Fund InvestmentRisk Analysis
Helps you understand the fund’s risk levels.
Standard Dev | Sharpe | Beta | Alpha | |
---|---|---|---|---|
Fund | 6.89% | 0.57% | 0.53% | -0.17% |
Category | 0% | 0% | 0% | 0% |
Riskometer
Investors understand that their principal will be at Moderately High risk
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SIP Returns Calculator
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Start SIPPortfolio Summary (as on 31-May-2024)
An insight into your portfolio composition.
Equity39.32% Debt21.94% Others38.74%
Equity Market Cap
Top 5 Sectors of Equity
Financial 8.69%
Energy 5.75%
Services 4.22%
Automobile 4.06%
Capital Goods 2.93%
Top 5 Companies of Equity
ICICI Bank Ltd. 9.54%
HDFC Bank Ltd. 4.34%
Infosys Ltd. 3.85%
Bajaj Finance Ltd. 3.85%
Reliance Industries Ltd. 3.41%
Debt Market Cap
Top 5 Sectors of Debt
Sovereign 11.83%
Financial 10.11%
Top 5 Companies of Debt
7.18% GOI 14/08/2033 5.23%
7.06% GOI 10/04/2028 4.06%
7.9% Bajaj Finance Ltd. 17/11/2025 3.37%
7.18% GOI 24/07/2037 2.28%
7.79% HDFC Bank Ltd. 04/03/2025 2.25%
Others Market Cap
Top 5 Sectors of Others
Others 38.74%
Top 5 Companies of Others
Others 37.51%
Others 0.93%
Others 0.3%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From Bandhan Mutual Fund
Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
---|---|---|---|---|---|---|
BANDHAN Infrastructure Fund - Regular Plan - Growth | 3.36% | 19.01% | 40.56% | 81.49% | 31.3% | |
Bandhan Small Cap Fund - Regular Plan - Growth | 5.4% | 15.59% | 25.89% | 70.69% | 0% | |
BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN | -0.95% | 9.65% | 24.21% | 61.33% | 0% | |
Bandhan Transportation and Logistics Fund Regular - Growth | 1.98% | 15.1% | 30.02% | 54.76% | 0% | |
BANDHAN Core Equity Fund - Regular Plan - Growth | 3.82% | 12.63% | 25.21% | 54.29% | 24.72% | |
Bandhan Midcap Fund Regular - Growth | 0.59% | 16% | 26.68% | 48.97% | 0% | |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | 2.78% | 11.29% | 20.91% | 40.55% | 0% |
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Frequently Asked Questions
What is the current NAV of BANDHAN Balanced Advantage Fund Regular Plan IDCW?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of BANDHAN Balanced Advantage Fund Regular Plan IDCW as of 26-07-2024 is 15.094.
What is the benchmark of BANDHAN Balanced Advantage Fund Regular Plan IDCW?
Bandhan performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is BANDHAN Balanced Advantage Fund Regular Plan IDCW a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of BANDHAN Balanced Advantage Fund Regular Plan IDCW?
The fund's top 5 sectors holdings are Financial, Energy, Services, Automobile, Capital Goods, Sovereign, Financial, Others
How can I redeem my investments in BANDHAN Balanced Advantage Fund Regular Plan IDCW?
Redeeming your investments in BANDHAN Balanced Advantage Fund Regular Plan IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Sachin Relekar, Sumit Agrawal, Brijesh Shah, Vishal Biraia, Ritika Behera, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of BANDHAN Balanced Advantage Fund Regular Plan IDCW?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of BANDHAN Balanced Advantage Fund Regular Plan IDCW?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of BANDHAN Balanced Advantage Fund Regular Plan IDCW is Rs 2348.35 Crs.
Should I invest in BANDHAN Balanced Advantage Fund Regular Plan IDCW?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in BANDHAN Balanced Advantage Fund Regular Plan IDCWs?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.