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Bandhan Balanced Advantage Fund Direct Plan - Growth

Hybrid | Dynamic Asset Allocation

(NAV as of 19/04/2024)
24.42 (0.12)

3Y Returns

11.2%

Min SIP

100

Min Lumpsum

1000

Expense Ratio

0.67%

Fund Size

2348 Cr

Inception Date

10-Oct-14

Fund Manager

Sumit Agrawal

Exit Load

Nil for 10% of investment and for remaining investment 1% on or before 1Y.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

75.21%

Debt & Others

24.79%

Market Cap Allocation

Large Cap

66.52%

Mid Cap

5.72%

Small Cap

2.96%

Other Cap

24.79%

Sector Allocation

Banks

24.39%

Finance

11.85%

Govt-Sec

11.34%

Internet and Technology

8.06%

Automobiles

6.01%

Top Ten Holdings

ICICI Bank Ltd

9.33%

7.18% Government of India

5.12%

Infosys Ltd

4.48%

7.06% Government of India

4.00%

Bajaj Finance Ltd

3.89%

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.

Fund House Detail

AMC Name

Bandhan AMC Limited

Address

OneIndiaBulls Centre, 841, Jupiter Mills Compound,Senapati Bapat Marg, Elphinstone Road (West),Mumbai - 400 013

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