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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹1000
AUM (Fund size)
₹2,231 Cr
Lock In Period
N/A
Expense Ratio
2.03
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 ₹23.466 NAV as of Mar 20,2026 and returns since inception of 33.80%. Minimum investments start at SIP ₹100. The Bandhan Balanced Advantage Fund Growth AUM is ₹2,231 Cr, with a lock-in of N/A years, expense ratio of 2.03%, 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 -5.04% returns, against a category average of -1.83% and a category best of 1.80%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.04 | -1.83 | 1.80 |
| 6M | -4.66 | 0.60 | 13.26 |
| 1Y | 2.80 | 3.55 | 25.12 |
| 3Y | 10.19 | 11.06 | 57.10 |
Portfolio Analysis
- Equity: 70.73%
- Debt: 29.27%
- Others
As on: 2026-02-28
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About Fund
Bandhan Balanced Advantage Fund Growth managed by Bandhan Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹2,231 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.03. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundITI Balanced Advantage Fund Growth | 2 | 379.18 CR | 2.39 |
| This FundKotak Balanced Advantage Fund Growth | 4 | 17590.57 CR | 1.65 |
| This FundBandhan Balanced Advantage Fund Growth | 2 | 2230.85 CR | 2.03 |
| This FundAxis Balanced Advantage Fund Growth | 3 | 3799.23 CR | 1.91 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 107589.67 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundITI Balanced Advantage Fund Growth | 0.5918 | 32.2076 |
| This FundKotak Balanced Advantage Fund Growth | 3.5124 | 33.3805 |
| This FundBandhan Balanced Advantage Fund Growth | 2.798 | 33.8002 |
| This FundAxis Balanced Advantage Fund Growth | 2.9234 | 46.0658 |
| This FundHDFC Balanced Advantage Fund - Growth | 2.9826 | 54.2771 |
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 2.03. 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 : -5.04%
- 6 Months : -4.66%
- 1 Year : 2.80%
- 3 Years : 10.19%
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 ₹2,231 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