SR
Sachin RelekarFund Manager Since 1 Mar 2022
AllocationDynamic Asset Allocation
Bandhan Balanced Advantage Direct Growth
3Y Annualised
11.96%
-0.61% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.78%
-0.61% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 2 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹2230.85 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.01%
If redeemed/switched out on/within 90 days from the date of allotment - 0.50% of the applicable NAV • If redeemed/switched out after 90 days from the date of allotment - Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
4.56%
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
4.56%
3rd
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl
1.80%
4th
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
1.80%
5th
Unifi Dynamic Asset Allocation Fund Direct Growth
0.64%
71st
Bandhan Balanced Advantage Direct Growth
-3.78%
Fund Managers
SA
Sumit AgrawalFund Manager Since 1 Mar 2017
VK
Viraj KulkarniFund Manager Since 1 Mar 2022
About Bandhan Balanced Advantage Direct Growth
Bandhan Balanced Advantage Direct Growth is a Allocation mutual fund scheme from Bandhan Asset Management Company Limited. This fund has been in existence for 11 years, having been launched on 2014-10-10. Bandhan Balanced Advantage Direct Growth has ₹2230.85 Cr worth of assets under management (AUM) as of Thu Mar 12 2026. The latest Net Asset Value (NAV) of Bandhan Balanced Advantage Direct Growth as of Wed Mar 11 2026 is ₹27.839. The fund has an expense ratio of 0.76%, which is medium comparable to most other Allocation funds.
Bandhan Balanced Advantage Direct Growth returns for the last 1 year are 8.17%. Since launch, it has delivered 9.38% average annual returns.
The Bandhan Balanced Advantage Direct Growth has the majority of its money invested in Financial Services, null, Consumer Cyclical, Communication Services, Energy sectors.
Top 5 Holdings of Bandhan Balanced Advantage Direct Growth.
- Bajaj Finance Ltd: 4.90%
- 7.30% Gs 2053: 3.78%
- Future on Bajaj Finance Ltd: 3.75%
- ICICI Bank Ltd: 3.34%
- Tbills: 3.33%
AMC Information
| Name | Bandhan Asset Management Company Limited |
|---|---|
| Founding Date | 2014-10-10 |
| investormf@bandhanamc.com | |
| Phone | 022-66289999 |
| Website | www.bandhanmutual.com |
| Address | Bandhan Asset Management Company Limited,6th Floor, 841, One World Center,Jupiter Mill, Senapati Bapat Marg, Elphinstone Road (West), Mumbai |
Tax Implications of Bandhan Balanced Advantage Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Bandhan Asset Management Company Limited
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expense ratio
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Bandhan Focused Fund - Direct Plan - Growth
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Bandhan BSE Sensex ETF
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expense ratio
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fund size
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
