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Bandhan Balanced Advantage Fund Growth Return

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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)

₹2,209 Cr

Lock In Period

N/A

Expense Ratio

2.66

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

Summary

Bandhan Balanced Advantage Fund Growth NAV is ₹24.430 as of 22 May, 2026. Bandhan Balanced Advantage Fund Growth has delivered 31.75% returns since its launch. The minimum SIP investment amount in Bandhan Balanced Advantage Fund Growth is ₹100. The AUM of Bandhan Balanced Advantage Fund Growth is ₹2,209 Cr. The expense ratio of the fund is 2.66%, and its benchmark is Nifty50 Hybrid Composite Debt 50:50 Index. The current exit load of the fund 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 last 1M months, Bandhan Balanced Advantage Fund Growth has delivered -0.74% returns.

Bandhan Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.740.081.80
6M-1.851.4913.26
1Y2.094.7725.12
3Y9.6316.0953.06

Portfolio Analysis

  • Equity: 66.90%
  • Debt: 33.10%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Limited3.17%
2. ICICI Bank Limited3.16%
3. Axis Bank Limited1.92%
4. Kotak Mahindra Bank Limited1.65%
5. IndusInd Bank Limited0.87%
6. IDFC First Bank Limited0.54%
7. City Union Bank Limited0.43%

1. Reliance Industries Limited4.38%

1. Bajaj Finance Limited3.29%
2. Shriram Finance Limited0.63%
3. IIFL Finance Limited0.21%

1. Divi's Laboratories Limited0.70%
2. Sun Pharmaceutical Industries Limited0.59%
3. Wockhardt Limited0.48%
4. Aurobindo Pharma Limited0.47%
5. MedPlus Health Services Limited0.47%
6. Glenmark Pharmaceuticals Limited0.37%
7. JB Chemicals & Pharmaceuticals Limited0.33%
8. Mankind Pharma Limited0.28%
9. Cohance Lifesciences Limited0.21%
10. Cipla Limited0.12%
11. Orchid Pharma Limited0.01%

1. Bharti Airtel Limited3.43%

1. Infosys Limited1.34%
2. Tata Consultancy Services Limited0.72%
3. Wipro Limited0.51%
4. Mphasis Limited0.37%
5. Tech Mahindra Limited0.33%
6. Excelsoft Technologies Limited0.14%

1. Mahindra & Mahindra Limited3.08%
2. Maruti Suzuki India Limited0.07%

1. Larsen & Toubro Limited2.30%

1. State Bank of India1.65%
2. Punjab National Bank0.29%
3. Union Bank of India0.11%

1. Tata Power Company Limited0.93%
2. NTPC Limited0.65%
3. Torrent Power Limited0.46%

1. UltraTech Cement Limited1.25%
2. Ambuja Cements Limited0.38%
3. Dalmia Bharat Limited0.26%
4. Grasim Industries Limited0.10%

1. One 97 Communications Limited1.39%
2. PB Fintech Limited0.30%

1. Radico Khaitan Limited0.88%
2. United Spirits Limited0.67%

1. Aster DM Healthcare Limited0.75%
2. Fortis Healthcare Limited0.48%
3. Suraksha Diagnostic Limited0.30%

1. Varun Beverages Limited1.43%

1. JSW Steel Limited0.83%
2. Tata Steel Limited0.42%
3. Vedanta Iron and Steel Ltd.0.14%

1. Titan Company Limited1.16%

1. The Phoenix Mills Limited0.52%
2. SignatureGlobal (India) Limited0.37%
3. Godrej Properties Limited0.23%

1. Sharda Cropchem Limited0.59%
2. UPL Limited0.49%

1. Shadowfax Technologies Limited0.53%
2. Black Buck Ltd0.50%

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 ₹2,209 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.66. 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
Kotak Balanced Advantage Fund Growth417183.82 CR1.75
Invesco India Balanced Advantage Fund Growth21024.28 CR2.78
Bandhan Balanced Advantage Fund Growth22208.75 CR2.66
Baroda BNP Paribas Balanced Advantage Fund Growth54755.77 CR1.9
HDFC Balanced Advantage Fund - Growth4105377.65 CR1.34
Fund Name1Y3Y
This FundKotak Balanced Advantage Fund Growth-0.318531.5463
This FundInvesco India Balanced Advantage Fund Growth-3.337131.5965
This FundBandhan Balanced Advantage Fund Growth2.091531.7463
This FundBaroda BNP Paribas Balanced Advantage Fund Growth5.437345.8728
This FundHDFC Balanced Advantage Fund - Growth-1.578750.3137

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 2.66. 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 : -0.74%
  • 6 Months : -1.85%
  • 1 Year : 2.09%
  • 3 Years : 9.63%
Returns of Bandhan Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 24.430 as on May 20,2026. Since inception, the return has been 31.75%.

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 ₹2,209 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.