FAQ : Bandhan Balanced Advantage Fund - Regular Plan - Growth

Bandhan Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 21.02 9.39 9.99 7.99
Average Rolling Returns(%) 8.53 8.56 8.12 7.79

The Current NAV of Bandhan Balanced Advantage Fund - Regular Plan - Growth is ₹21.44.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Bandhan Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 1.94%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Bandhan Balanced Advantage Fund - Regular Plan - Growth is currently ₹2,224 Crores.

The Top three stocks are ICICI Bank, Bajaj Finance and Infosys and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 35% of fund’s portfolio respectively.

Top three sectors of Bandhan Balanced Advantage Fund - Regular Plan - Growth fund are BFSI, Others and IT accounting for 61% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Bandhan Balanced Advantage Fund - Regular Plan - Growth Fund is Hybrid - Balanced Advantage.

Manish Gunwani and Sumit Agrawal manage the Bandhan Balanced Advantage Fund - Regular Plan - Growth Fund.

Bandhan Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 41.64 and PB ratio is 6.20

The asset allocation of Bandhan Balanced Advantage Fund - Regular Plan - Growth is Stocks : 76.71%, Debt : 23.31% and Gold : 0%

The minimum SIP amount for Bandhan Balanced Advantage Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹1000.00

The exit load for Bandhan Balanced Advantage Fund - Regular Plan - Growth is Nil for 10% of investment and for remaining investment 1% on or before 1 year

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