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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

Bandhan Balanced Advantage Fund

3 Year return

12.11%
NAV on December 12, 2025
28.737
1D Returns
+0.04%
Launched on September 2014(11 years)

Investment Details

₹100
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
21.08%₹759
Total Value ₹4,359

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,323.73 Cr.
Expense Ratio
0.78% (inclusive of GST)
Exit Load
If redeemed/switched out on/within 90 days from the date of allotment - 0.50% of the applicable NAV If redeemed/switched out after 90 days from the date of allotment - Nil.

Ratings

ARQ Rating
1.5

Ratings by other agencies

Value Research
3
Crisil
0
Morning Star
4

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Bandhan Mutual Fund Manager

BS

Brijesh Shah

Fund Manager since Jul 2025

GS

Gaurav Satra

Fund Manager since Jun 2024

MG

Manish Gunwani

Fund Manager since Jan 2023

RB

Ritika Behera

Fund Manager since Oct 2023

VB

Vishal Biraia

Fund Manager since Jan 2024

Fund House Details

Bandhan Mutual Fund

Bandhan Mutual Fund

Asset management company

AUM
₹1,87,716.11 Cr.
No. of Schemes
296
Setup Date
13 March 2000

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Balanced Advantage Fund17.9117%
4
Baroda BNP Paribas Balanced Advantage Fund14.5861%
3
ICICI Prudential Balanced Advantage Fund13.9677%
5

Schemes by Bandhan Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Bandhan Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Bandhan Aggressive Hybrid Fund Direct Plan Growth
16.4822%
Bandhan Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Bandhan Aggressive Hybrid Fund Direct Plan IDCW Payout
16.4387%
Bandhan Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Bandhan Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
16.4387%
Bandhan Mutual Fund logo

Other . FoFs Domestic

Bandhan Aggressive Hybrid Passive FoF Direct Plan Growth
14.5928%
Bandhan Mutual Fund logo

Other . FoFs Domestic

Bandhan Aggressive Hybrid Passive FoF Direct Plan IDCW Payout
14.3165%

About IDFC Balanced Advantage Fund Direct Plan-Growth

The Bandhan Balanced Advantage Fund Direct-Growth is a Dynamic Asset Allocation mutual fund scheme introduced by Bandhan Mutual Fund. IDFC’s name has been changed to Bandhan. The fund is designed to deliver the dual benefits of diversification and reduced volatility. One of the primary merits of these funds is their ability to reallocate between equity, derivatives, and debt based on prevailing market conditions and valuations. They offer investors a chance to benefit from equity markets but with comparatively reduced volatility, making them less susceptible to market fluctuations than aggressive hybrid funds.

Investment Objectives of the Scheme

The overarching aim of the Bandhan Balanced Advantage Fund Direct-Growth is long-term capital appreciation achieved with relatively subdued volatility. This is realised through a systematic and disciplined allocation approach towards equity and equity-related securities, complemented by strategic interventions in equity derivatives for defence. Furthermore, a secondary objective of this scheme is income generation and capital appreciation, achieved by venturing into Debt & Money Market instruments.

Key Features of The Fund

5-year return
11.2083%
Expense Ratio
0.78%
Fund Manager
Brijesh Shah
Fund Size
₹2323.73 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

Bandhan Balanced Advantage Fund Direct-Growth is an apt choice for a broad spectrum of investors, particularly those who lean towards a conservative investing style. The structure and strategy of this fund make it ideal for those who are seeking exposure to the equity markets but are wary of the high volatility often associated with pure equity investments. Investors should consider holding onto these funds for a minimum duration of 1.5 years to truly harness their potential benefits. Always consult with a financial advisor to ensure that any investment aligns with your financial goals and risk tolerance.

AMC Contact Details

NameBandhan Mutual Fund
Launch Date13 March 2000
Address6th Floor, Tower 1C, One World Center, Jupiter Mills Compound, 841 Senapati Bapat Marg, Mumbai - 400013
Contact1-800-2666688/1-800-30066688/044-30463501 (for international calls)
Emailinvestormf@bandhanamc.com
Websitehttps://bandhanmutual.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Invest Regularly, Achieve Your Goals with SIPs

Regular investing is a cornerstone of building wealth for the future. SIPs (Systematic Investment Plans) make investing consistent and hassle-free. By setting up a fixed amount to be invested periodically, you can benefit from rupee-cost averaging and potentially reduce the impact of market volatility. Angel One's SIP calculator helps you plan your investment strategy and estimate potential returns.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Bandhan Balanced Advantage Fund on December 12, 2025, is ₹28.737
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Bandhan Balanced Advantage Fund, is ₹2323.73 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Bandhan Balanced Advantage Fund is 0.78%
The Bandhan Balanced Advantage Fund was launched on September 17, 2014. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Bandhan Balanced Advantage Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,359 in 3Y at 12.1121% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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