Bandhan Balanced Advantage Fund Regular Growth

Hybrid
Dynamic Asset Allocation
Moderately High Risk
9.09%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹21.01
Min. SIP amountNot Supported
Rating2
Fund size₹2,220.37Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.0%9.1%9.8%8.2%
Category average23.7%11.8%11.4%NA
Rank with in category252215NA
Understand terms

Holdings (114)

NameSectorInstrumentAssets
FinancialEquity8.70%
SovereignGOI Sec5.22%
TechnologyEquity4.57%
SovereignGOI Sec4.05%
FinancialEquity3.73%
EnergyEquity3.47%
FinancialDebenture3.36%
FinancialEquity3.34%
FinancialEquity2.33%
FinancialEquity2.31%
See All

Expense ratio, exit load and tax

Expense ratio: 1.95%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Manish Gunwani
Jan 2024 - Present
View details

Sumit Agrawal
Mar 2017 - Present
View details

Education
Mr.Agrawal is a B.Com, ACS, CFA (USA)and PGDM (Finance).
Experience
Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund), he was associated with Mirae Asset Mutual Fund (Nov 2010-Sep 2016) as Fund Manager-Equities, Axis Capital (erstwhile ENAM Securities) (Feb 2008-Nov 2010) as VP-Research Analyst and JP Morgan India Services Pvt. Ltd. (Jun 2006-Feb 2008) as TL-Investment Banking.
Also manages these schemes

Brijesh Shah
Jul 2022 - Present
View details

Education
Mr. Shah is a Post Graduate Diploma in Finance.
Experience
Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) he has worked with IDBI Mutual Fund, IndiaBulls Mutual Fund, Mata Securities & Twenty First Century.
Also manages these schemes

Vishal Biraia
Jun 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
One World Centre, 6th Floor, Tower 1C,Senapati Bapat Marg, Prabhadevi Mumbai 400013
Phone
NA
Launch Date
20 Dec 1999
E-mail
NA
IDFC Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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