Hybrid | Dynamic Asset Allocation
3Y Returns
10.23%
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.
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%
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
Scheme Document
https://bandhanmutual.com/downloads/sidAddress
OneIndiaBulls Centre, 841, Jupiter Mills Compound,Senapati Bapat Marg, Elphinstone Road (West),Mumbai - 400 013
Bandhan Balanced Advantage Fund Direct Plan - Growth
1Y
21.34%
3Y
10.23%
5Y
12.48%
Hdfc Balanced Advantage Fund - Direct Plan - Growth Option
1Y
32.88%
3Y
21.99%
5Y
20.83%
Hdfc Asset Allocator Fof Direct Growth
1Y
25.87%
3Y
15.96%
5Y
NA
Bank Of India Balanced Advantage Fund - Direct Plan Growth
1Y
23.73%
3Y
15.04%
5Y
12.39%
Hdfc Dynamic Pe Ratio Fund Of Funds - Direct Plan - Growth (Erstwhile Morgan Stanley Multi Asset Fund)
1Y
21.55%
3Y
14.97%
5Y
16.48%
Aditya Birla Sun Life Asset Allocator Fof Scheme Direct Plan Growth Option
1Y
30.7%
3Y
14.63%
5Y
17.42%
Franklin India Dynamic Asset Allocation Fund Of Funds - Direct Growth
1Y
21.84%
3Y
14.57%
5Y
14.21%
Sbi Balanced Advantage Fund - Direct Plan - Growth
1Y
24.09%
3Y
14.19%
5Y
NA
Invesco India Balanced Advantage Fund - Direct Plan Growth
1Y
27.72%
3Y
13.89%
5Y
13.23%
Baroda Bnp Paribas Balanced Advantage Fund - Direct Growth
1Y
27.46%
3Y
13.89%
5Y
17.4%
Axis Balanced Advantage Fund Direct Plan Growth
1Y
30.49%
3Y
13.33%
5Y
13.71%
Nippon India Balanced Advantage Fund Direct Plan Growth Plan - Growth Option Growth
1Y
24.69%
3Y
13.02%
5Y
14.36%
Motilal Oswal Balance Advantage Fund - Direct Growth
1Y
19.22%
3Y
13.01%
5Y
12.06%
Icici Prudential Balanced Advantage Fund - Direct Plan - Growth
1Y
21.55%
3Y
12.99%
5Y
13.86%
Tata Balanced Advantage Fund Direct Plan Growth
1Y
21.76%
3Y
12.83%
5Y
15.07%
Edelweiss Balanced Advantage Fund - Direct Plan Growth Option
1Y
26.19%
3Y
12.72%
5Y
16.62%
Kotak Balanced Advantage Fund -Direct Plan - Growth
1Y
23.02%
3Y
12.32%
5Y
13.58%
Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct
1Y
24.04%
3Y
12.3%
5Y
14.14%
Shriram Balanced Advantage Fund Direct - Growth
1Y
23.52%
3Y
11.57%
5Y
12.71%
Pgim India Balanced Advantage Fund - Direct Plan - Growth
1Y
21.87%
3Y
11.23%
5Y
NA
Dsp Dynamic Asset Allocation Fund - Dir - Growth
1Y
23.21%
3Y
11.1%
5Y
11.91%
Iti Balanced Advantage Fund- Direct Plan- Growth
1Y
25.26%
3Y
10.63%
5Y
NA
Union Balanced Advantage Fund Direct Plan - Growth
1Y
20.35%
3Y
10.36%
5Y
13.02%
Hsbc Balanced Advantage Fund Direct Plan - Growth
1Y
NA
3Y
0.87%
5Y
5.62%
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth
1Y
28.07%
3Y
NA
5Y
NA
Mirae Asset Balanced Advantage Fund Direct Plan - Growth
1Y
21.56%
3Y
NA
5Y
NA
Franklin India Balanced Advantage Fund -Direct Plan-Growth
1Y
25.22%
3Y
NA
5Y
NA
Quant Dynamic Asset Allocation Fund - Direct Plan Growth
1Y
45.24%
3Y
NA
5Y
NA
360 One Balanced Hybrid Fund - Direct Plan - Growth
1Y
25.51%
3Y
NA
5Y
NA
Samco Dynamic Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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