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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹2,071 Cr

Lock In Period

N/A

Expense Ratio

2.06

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

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.

Summary

Latest details for Bandhan Balanced Advantage Fund Growth include a ₹24.574 NAV as of Apr 28,2026 and returns since inception of 36.59%. Minimum investments start at SIP ₹100. The Bandhan Balanced Advantage Fund Growth AUM is ₹2,071 Cr, with a lock-in of N/A years, expense ratio of 2.06%, and benchmark Nifty50 Hybrid Composite Debt 50:50 Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 5.90% returns, against a category average of 1.55% and a category best of 7.37%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.901.557.37
6M-0.451.4413.26
1Y5.025.5225.12
3Y10.9513.4458.71

Portfolio Analysis

  • Equity: 64.94%
  • Debt: 35.06%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Limited3.06%
2. ICICI Bank Limited2.96%
3. Axis Bank Limited1.87%
4. Kotak Mahindra Bank Limited1.62%
5. IDFC First Bank Limited0.52%
6. IndusInd Bank Limited0.45%
7. City Union Bank Limited0.44%

1. Infosys Limited1.47%
2. Tata Consultancy Services Limited0.84%
3. Wipro Limited0.69%
4. Mphasis Limited0.47%
5. HCL Technologies Limited0.39%
6. Tech Mahindra Limited0.36%
7. Excelsoft Technologies Limited0.13%

1. Sun Pharmaceutical Industries Limited0.66%
2. Divi's Laboratories Limited0.59%
3. Aurobindo Pharma Limited0.56%
4. MedPlus Health Services Limited0.52%
5. Glenmark Pharmaceuticals Limited0.52%
6. Wockhardt Limited0.46%
7. Mankind Pharma Limited0.29%
8. JB Chemicals & Pharmaceuticals Limited0.18%
9. Cohance Lifesciences Limited0.15%
10. Cipla Limited0.13%

1. Bajaj Finance Limited3.08%
2. Shriram Finance Limited0.29%
3. IIFL Finance Limited0.23%

1. Bharti Airtel Limited3.57%

1. Reliance Industries Limited3.51%

1. Mahindra & Mahindra Limited2.72%
2. Maruti Suzuki India Limited0.18%

1. UltraTech Cement Limited1.31%
2. Ambuja Cements Limited0.39%
3. Dalmia Bharat Limited0.35%

1. Tata Power Company Limited0.71%
2. NTPC Limited0.70%
3. Torrent Power Limited0.47%
4. JSW Energy Limited0.16%

1. Larsen & Toubro Limited1.91%

1. State Bank of India1.58%
2. Punjab National Bank0.30%

1. One 97 Communications Limited1.37%
2. PB Fintech Limited0.32%

1. Radico Khaitan Limited0.92%
2. United Spirits Limited0.66%

1. Aster DM Healthcare Limited0.83%
2. Fortis Healthcare Limited0.45%
3. Suraksha Diagnostic Limited0.27%

1. Varun Beverages Limited1.33%

1. JSW Steel Limited0.79%
2. Tata Steel Limited0.48%

1. Shadowfax Technologies Limited0.63%
2. Black Buck Ltd0.61%

1. Angel One Limited0.39%
2. Prudent Corporate Advisory Services Limited0.37%
3. Cholamandalam Financial Holdings Limited0.33%

1. The Phoenix Mills Limited0.49%
2. SignatureGlobal (India) Limited0.35%
3. Godrej Properties Limited0.22%

1. Sharda Cropchem Limited0.54%
2. UPL Limited0.49%

About Fund

Bandhan Balanced Advantage Fund Growth managed by Bandhan Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹2,071 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.06. 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
This FundInvesco India Balanced Advantage Fund Growth2984.41 CR2.09
This FundKotak Balanced Advantage Fund Growth416203.69 CR1.67
This FundBandhan Balanced Advantage Fund Growth22071.17 CR2.06
This FundBaroda BNP Paribas Balanced Advantage Fund Growth34365.23 CR1.89
This FundHDFC Balanced Advantage Fund - Growth598457.75 CR1.36
Fund Name1Y3Y
This FundInvesco India Balanced Advantage Fund Growth-0.116234.7179
This FundKotak Balanced Advantage Fund Growth3.866335.1327
This FundBandhan Balanced Advantage Fund Growth5.020236.5944
This FundBaroda BNP Paribas Balanced Advantage Fund Growth8.663246.8932
This FundHDFC Balanced Advantage Fund - Growth3.85755.8531

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 2.06. 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 : 5.90%
  • 6 Months : -0.45%
  • 1 Year : 5.02%
  • 3 Years : 10.95%
Returns of Bandhan Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 24.574 as on Apr 28,2026. Since inception, the return has been 36.59%.

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 ₹2,071 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.
Min Inv Amount: ₹500