CASPeR Ranking #124
Bandhan Balanced Advantage Direct Growth
NAV (Tue Jan 14 2025)
₹27
Returns (Since Inception)
9.07%
Category Average
10.32%
Rating
3
Allocation and Holdings
Asset class
Weightage
Technology
5.58%
Unknown
15.99%
Financial Services
12.04%
Communication Services
2.92%
Energy
2.92%
Get your personalized mutual fund portfolio in 2 minutes.
4.5Overall rating
Scheme Information
Fund name
Bandhan Balanced Advantage Direct Growth
Minimum SIP
100
Risk Level
Moderately High risk
AUM
₹2283.37 Cr
ISIN
INF194KA1UH1
Inception Date
Oct 10 2014
Standard Deviation
7.106
Beta
-
Sharpe Ratio
0.577
Benchmark
IISL Nifty 50 TR INR
Expense Ratio
0.710%
Exit Load
For 10% of investment: Nil - For remaining investment: 1% if redeemed/ switched out within 1 year from the date of allotment
Risk
Moderately High risk
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.
Fund Managers
Sachin Relekar
Sumit Agrawal
Viraj Kulkarni
About the AMC
Bandhan Asset Management Company Limited
Phone Number
022-66289999Email Address
investormf@bandhanamc.comCorporate Office Address
Bandhan Asset Management Company Limited,6th Floor, 841, One World Center,Jupiter Mill, Senapati Bapat Marg, Elphinstone Road (West), MumbaiOverall AUM
₹2283.37 Cr
Website
www.bandhanmutual.comPopular Hybrid Funds
View all funds
Popular Allocation funds
View all Funds
Franklin India Equity Advantage Fund Direct Growth
₹3491.35 Cr
11.36%
SBI PSU Regular Growth
₹4572.13 Cr
29.49%
Nippon India Equity Hybrid Fund - Direct Plan - Growth Option
₹3843.97 Cr
13.35%
Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option
₹15198.77 Cr
14.12%
Nippon India Multi Cap Fund - Direct Plan - Growth
₹39385.20 Cr
22.30%
Expert designed mutual fund portfolios
Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.
subscribe to The Sunday Investor & impress
your coworkers with your finance insights
no promotions • no spam • only finance
