BANDHAN Balanced Advantage Fund Regular Plan IDCW
- Hybrid
- Dynamic Asset Allocation
- Moderately High
-
₹15.41
(-0.024%)
Current NAV 19-09-2024
-
21.2%
1Y Returns
-
Min. SIP ₹100
Min. Investment ₹1000
Fund Suitability Test
Returns
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 0.62% | 0.85% | 1.84% |
| 1M | 1.53% | 2.33% | 3.45% |
| 3M | 6.74% | 5.26% | 8.11% |
| 6M | 11.89% | 13.01% | 16.03% |
| 1Y | 21.2% | 23.7% | 27.56% |
| 2Y | 14.42% | 17.49% | 21.55% |
| 3Y | 9.71% | 12.33% | 14.33% |
| 5Y | 12.26% | 14.37% | 19.93% |
| ALL | 8.88% | 13.48% | 14.42% |
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Risk 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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Start SIPPortfolio Summary (as on 30-Jun-2024)
An insight into your portfolio composition.
Equity40.89% Debt19.36% Others0.33%
Equity Market Cap
Top 5 Sectors of Equity
Banks 13.15%
Finance 9.41%
IT - Software 7.54%
Automobiles 5.83%
Telecom - Services 4.16%
Top 5 Companies of Equity
HDFC Bank Limited 4.67%
Infosys Limited 4.2%
Bajaj Finance Limited 4%
Reliance Industries Limited 3.65%
Cholamandalam Investment and Finance Company Ltd 2.96%
Debt Market Cap
Top 5 Sectors of Debt
19.36%
Top 5 Companies of Debt
7.18% Government of India 4.99%
7.06% Government of India 3.98%
7.9% Bajaj Finance Limited 3.3%
7.79% HDFC Bank Limited 2.2%
7.18% Government of India 1.12%
Others Market Cap
Top 5 Sectors of Others
1.75%
Top 5 Companies of Others
Net Current Assets 0.33%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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More Funds From Bandhan Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| BANDHAN Infrastructure Fund - Regular Plan - Growth | -0.86% | 11.86% | 33.82% | 78.04% | 33.24% | |
| Bandhan Small Cap Fund - Regular Plan - Growth | 7.7% | 24.02% | 34.27% | 75.34% | 0% | |
| BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND - GROWTH - REGULAR PLAN | 2% | 5.96% | 23.14% | 65.12% | 0% | |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 3.65% | 14.43% | 26.24% | 58.3% | 26.87% | |
| Bandhan Transportation and Logistics Fund Regular - Growth | -0.12% | 10.11% | 25.53% | 56.5% | 0% | |
| Bandhan Nifty Bank Index Fund - Regular (G) | 1.33% | 10.11% | 21.06% | 53.41% | 24.65% | |
| Bandhan Midcap Fund Regular - Growth | 3.3% | 14.97% | 28.93% | 49.66% | 0% | |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 7.53% | 17.54% | 21.53% | 43.8% | 20.7% |
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Chat with usFrequently 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 19-09-2024 is 15.407.
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 Banks, Finance, IT - Software, Automobiles, Telecom - Services, ,
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?
Manish Gunwani, Brijesh Shah, Prateek Poddar, 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 2265.02 Crs. 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.
