BANDHAN Balanced Advantage Fund Regular Plan Growth

Category: Hybrid: Dynamic Asset Allocation
Launch Date: 05-10-2014
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index
Expense Ratio: 2.02% As on (31-05-2025)

Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 226.4 Cr As on (30-05-2025)
Turn over: 41

NAV as on 20-06-2025

24.002 0.14 (0.6%)

CAGR Since Inception

8.53%

NIFTY 50 Hybrid Composite debt 50:50 Index 11.41%

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PERFORMANCE of BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Performance (%) Data as on - 20-06-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
BANDHAN Balanced Advantage Fund Regular Plan Growth	6.28	13.64	11.76	8.46	8.53
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	5.1	14.74	13.68	9.73	10.47

Yearly Performance (%)

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Fund Managers

Mr. Manish Gunwani (equity portfolio), Mr. Vishal Biraia (equity portfolio). and Mr. Brijesh Shah (debt portfolio)

Investment Objective

The primary objective of the scheme is to seek 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. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments. There is no assurance or guarantee that the objectives of the scheme will be realised.

RETURNS CALCULATOR for BANDHAN Balanced Advantage Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of BANDHAN Balanced Advantage Fund Regular Plan Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
BANDHAN Balanced Advantage Fund Regular Plan Growth	6.89	0.74	-0.14	0.89	7.29	10.26
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

PEER COMPARISION of BANDHAN Balanced Advantage Fund Regular Plan Growth

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Period

Data as on - 20-06-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
BANDHAN Balanced Advantage Fund Regular Plan Growth	05-10-2014	6.28	12.24	13.64	11.76	8.46
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	10-02-2023	9.95	15.69	0.0	0.0	0.0
UTI - Unit Linked Insurance Plan	01-10-1971	9.8	10.95	11.33	11.74	8.13
ICICI Prudential Balanced Advantage Fund - Growth	01-12-2006	9.63	15.44	15.36	15.88	11.15
LIC MF Balanced Advantage Fund-Regular Plan-Growth	05-11-2021	9.31	12.4	13.53	0.0	0.0
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	25-04-2000	8.93	15.2	15.67	15.22	11.15
UTI Balanced Advantage Fund - Regular Plan - Growth Option	10-08-2023	8.91	0.0	0.0	0.0	0.0
Axis Balanced Advantage Fund - Regular Plan - Growth	07-08-2017	8.69	17.4	16.43	13.98	0.0
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth	27-02-2024	8.13	0.0	0.0	0.0	0.0
Kotak Balanced Advantage Fund -Regular Plan - Growth Option	05-07-2018	7.99	13.94	14.78	13.88	0.0