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Bandhan Balanced Advantage Direct Growth
3Direct
Growth
3 yr CAGR
+14.68%
3Direct
Growth
3 yr CAGR
+14.68%
Fund overview
Net Asset Value
₹26.925
AUM (Fund size)
2,141.18 Crore
Lock-in period
No Lock-in
Exit Load
0.5% in 90 days
Expense ratio
0.78%
Risk
Moderately High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.12 Lakhs ₹
Min investment of ₹100 required
Top holdings
| Holdings | Weightage |
|---|---|
| Bajaj Finance Ltd | 6.17% |
| Infosys Ltd | 4.98% |
| 7.3% Govt Stock 2053 | 4.97% |
| Bharti Airtel Ltd | 4.28% |
| State Bank of India | 4.16% |
| 7.18% Govt Stock 2033 | 4.11% |
| ICICI Bank Ltd | 3.76% |
| Cholamandalam Investment and Finance Co Ltd | 3.23% |
| Reliance Industries Ltd | 3.14% |
| HDFC Bank Ltd | 2.83% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 22.60 | 14.33% | Moderately High risk | |
| 114.80 | 12.56% | Very High Risk | |
| 21.25 | 11.96% | Very High Risk | |
| 24.42 | 9.3% | Moderately High risk | |
| 78.76 | 12.69% | Very High Risk | |
| 192.58 | 13% | Very High Risk | |
| 48.39 | 12.05% | Moderately High risk | |
| 55.02 | 11.65% | Very High Risk | |
| 19.86 | 6.89% | Moderately High risk |
About Bandhan Asset Management Company Limited
Bandhan Mutual Funds was established in 2000 and is now one of the largest fund houses in India. It offers over 60 mutual fund plans to help individuals grow their wealth over time. The fund house has its presence in 46 cities and has investors from more than 375 towns and cities spread across the country.
Managers | Manish Gunwani, Brijesh Shah, Vishal Biraia, Ritika Behera, Gaurav Satra |
Custodians | Deutsche Bank AG |
Address | Bandhan Asset Management Company Limited 6th Floor, 841, One World Center |
Fax Nos. | 022-24215052 |
Telephone Nos. | 022-66289999 |
Homepage | www.bandhanmutual.com |
See what our clients have to say
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.12 Lakhs ₹
Min investment of ₹100 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
