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Bandhan Balanced Advantage Fund(IDCW)
IDCW
HybridBalanced Advantage Fund
Mid-size FundAssets Under Mgmt: ₹ 2,283 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
17.350.20% (+0.03)
Price Chart
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Returns
0.00%
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How to use scorecard? Learn more
HybridBalanced Advantage Fund
Mid-size FundAssets Under Mgmt: ₹ 2,283 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.74 | 43.67 | 1.74 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.32 | 39.21 | 1.16 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 50:50 Index |
About Balanced Advantage Fund
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Peers & Comparison
Comparing 3 mutual funds from
HybridBalanced Advantage Fund
HybridBalanced Advantage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Bandhan Balanced Advantage Fund(IDCW) | 10.71% | 5.47% | 5.55% |
| HDFC Balanced Advantage Fund(IDCW) | 11.56% | 13.66% | 3.57% |
| ICICI Pru Balanced Advantage Fund(M-IDCW Payout) | 10.36% | 8.98% | 8.06% |
| SBI Balanced Advantage Fund(IDCW) | 16.18% | 14.22% | 13.38% |
Price Comparison
Compare Bandhan Balanced Advantage Fund(IDCW) with any MF, ETF, stock or indexCompare Bandhan Balanced Advantage Fund(IDCW) with any MF, ETF, stock or index
Bandhan Balanced Advantage Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
G-Sec
G-Sec as a % of total holdings for last six quarters
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Infosys Ltd3M change : 0.41 %
Holdings
5.49 %
0.41 % - Bajaj Finance Ltd3M change : 0.45 %
Holdings
4.40 %
0.45 % - State Bank of India3M change : 1.50 %
Holdings
4.17 %
1.50 %
AMC Profile
Hmm, looks like data is unavailable here. Please come back after some timeFund Manager Profile
Manish Gunwani
AUM: ₹31,001.71 Cr.
|
Exp: 17yrs
Vishal Biraia
AUM: ₹5,907.17 Cr.
|
Exp: 16yrs
Brijesh Shah
AUM: ₹30,664.12 Cr.
|
Exp: 10yrs
Manager Performance (0)
Hybrid: Balanced Advantage Fund
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%