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Bandhan Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Bandhan Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹2,236 Cr

Lock In Period

N/A

Expense Ratio

2.4

Exit Load

If redeemed/switched out on/within 90 days from the date of allotment - 0.50% of the applicable NAVIf redeemed/switched out after 90 days from the date of allotment - Nil.

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Bandhan Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.320.472.10
6M2.982.8713.26
1Y3.954.8825.12
3Y8.9515.3147.60

Portfolio Analysis

  • Equity: 66.44%
  • Debt: 33.56%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited3.96%
2. HDFC Bank Limited3.64%
3. Axis Bank Limited2.07%
4. Kotak Mahindra Bank Limited1.74%
5. IndusInd Bank Limited0.73%
6. IDFC First Bank Limited0.71%
7. City Union Bank Limited0.42%

1. Bajaj Finance Limited3.49%
2. Shriram Finance Limited0.68%
3. IIFL Finance Limited0.18%

1. Reliance Industries Limited4.06%

1. Divi's Laboratories Limited0.67%
2. Sun Pharmaceutical Industries Limited0.58%
3. Aurobindo Pharma Limited0.50%
4. MedPlus Health Services Limited0.44%
5. Glenmark Pharmaceuticals Limited0.43%
6. JB Chemicals & Pharmaceuticals Limited0.35%
7. Mankind Pharma Limited0.31%
8. Cohance Lifesciences Limited0.25%
9. Cipla Limited0.18%
10. Orchid Pharma Limited0.01%

1. Infosys Limited1.08%
2. Tata Consultancy Services Limited0.63%
3. Tech Mahindra Limited0.44%
4. Wipro Limited0.43%
5. LTM Limited0.42%
6. Mphasis Limited0.38%
7. Excelsoft Technologies Limited0.11%

1. Bharti Airtel Limited3.26%

1. Larsen & Toubro Limited2.16%

1. UltraTech Cement Limited1.40%
2. Ambuja Cements Limited0.34%
3. Dalmia Bharat Limited0.21%
4. Grasim Industries Limited0.11%

1. Tata Power Company Limited0.77%
2. NTPC Limited0.55%
3. Torrent Power Limited0.46%
4. Vedanta Power Ltd0.18%
5. Adani Green Energy Limited0.03%

1. State Bank of India1.64%
2. Punjab National Bank0.12%

1. Radico Khaitan Limited0.96%
2. United Spirits Limited0.66%

1. One 97 Communications Limited1.37%
2. PB Fintech Limited0.14%

1. Aster DM Healthcare Limited0.56%
2. Fortis Healthcare Limited0.48%
3. Suraksha Diagnostic Limited0.28%

1. Varun Beverages Limited1.23%

1. InterGlobe Aviation Limited1.22%

1. Eternal Limited0.44%
2. FSN E-Commerce Ventures Limited0.37%
3. Meesho Ltd0.36%

1. The Phoenix Mills Limited0.61%
2. SignatureGlobal (India) Limited0.30%
3. Godrej Properties Limited0.25%

1. Titan Company Limited1.12%

1. Mahindra & Mahindra Limited1.06%
2. Maruti Suzuki India Limited0.04%

1. HDFC Life Insurance Company Limited0.70%
2. SBI Life Insurance Company Limited0.33%
3. ICICI Prudential Life Insurance Company Limited0.07%

1. JSW Steel Limited0.80%
2. Tata Steel Limited0.24%

1. UPL Limited0.57%
2. Sharda Cropchem Limited0.47%

About Fund Bandhan Balanced Advantage Fund Growth

Bandhan Balanced Advantage Fund Growth managed by Bandhan Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹2,236 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.4. Under the expert guidance of Vishal Biraia ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vishal Biraia

Mr. Vishal Biraia holds Bachelor of Engineering, CFA (Level 2). He was earlier associated with Max Life Insurance (June 2021 to May 2023) and Aviva Life Insurance (July 2018 - November 2021) as Research analyst and assistant fund manager. Prior to that, he was associated with Antique Stock Broking (January 2015 to July 2018) with primary responsibility of research and marketing Indian equities to FII’s and with Batlivala & Karani Securities (June 2007 to July 2014) as Research Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata Balanced Advantage Fund Growth48,834 CR1.87
HSBC Balanced Advantage Fund Growth21,518 CR2.52
Bandhan Balanced Advantage Fund Growth22,236 CR2.4
HDFC Balanced Advantage Fund - Growth4106,456 CR1.29
Fund Name1Y3Y
This FundTata Balanced Advantage Fund Growth3.300328.186
This FundHSBC Balanced Advantage Fund Growth0.905428.6991
This FundBandhan Balanced Advantage Fund Growth3.947629.3383
This FundHDFC Balanced Advantage Fund - Growth0.910344.9764

Bandhan Balanced Advantage Fund Growth FAQs

Bandhan Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Bandhan Balanced Advantage Fund Growth is 2.4. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Bandhan Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 1.32%
  • 6 Months : 2.98%
  • 1 Year : 3.95%
  • 3 Years : 8.95%
Returns of Bandhan Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 25.252 as on Jul 20,2026. Since inception, the return has been 29.34%.

You can invest in Bandhan Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Bandhan Balanced Advantage Fund Growth is ₹2,236 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Bandhan Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.