Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Bandhan Balanced Advantage Fund

Ba

Bandhan Balanced Advantage Fund

Dynamic Asset AllocationRank #7
3/5

NAV (2026-07-14)

25.17

AUM

₹2,236.44 Cr

Exp. Ratio: 2.37%

RISK LEVEL

Very High

Returns & Performance

1 Year3.80%2.70% vs cat avgRank #7
3 Year8.98%0.36% vs cat avgRank #18
5 Year7.83%0.70% vs cat avgRank #14
Since Launch8.16%--

Fund vs Category Average

1Y
3.80%+2.70%
3Y
8.98%-0.36%
5Y
7.83%-0.70%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period
Decent 1Y category rank (#7)
Overall top-10 rank in category (#7)

Cons

3Y returns below category average
5Y returns below category average
Higher expense ratio (2.37%)
ISININF194KA1UE8
NAV₹25.17
NAV Date2026-07-14
AUM₹2,236.44 Cr
Expense Ratio2.37%
RiskVery High
Rating3 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1999-12-20

INVESTMENT OBJECTIVE

The scheme seeks 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.

Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA

Prateek Poddar

Mr. Poddar is a B.Com, CFA, CA

Prior joining Bandhan Mutual Fund he has worked with Nippon India Mutual Fund, ICICI Prudential Asset Management Co. - Investment Analyst Equity, Kotak Mahindra Capital Company - Analyst - Investment Banking.

Top Holdings

Holdings data not available for this scheme