Bandhan AMC Limited

Bandhan Balanced Advantage Fund Regular Plan Growth

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return10.2%
  • 3 yr return11.5%
  • 5 yr return7.9%
  • Expense Ratio1.94%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees2504.8
  • NAVRupees18.7

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Primary Objective Of The Scheme Is To Seek To Generate Long Term Capital Appreciation With Relatively Lower Volatility Through Systematic Allocation Of Funds Into Equity And Equity Related Instruments; And For Defensive Purposes In Equity Derivatives. The Secondary Objective Of The Scheme Will Be To Generate Income And Capital Appreciation Through Investment In Debt & Money Market Instruments.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Limited 9.4
  • HDFC Bank Limited 6.3
  • Reliance Industries Limited 5.2
  • 7.38% Government of India 4.6
  • Infosys Limited 4.1
  • Bajaj Finance Limited 4.1
  • Axis Bank Limited ** 3.7
  • 7.9% Bajaj Finance Limited ** 3
  • Mahindra & Mahindra Limited 2.9
  • Cholamandalam Investment and Finance Company Ltd 2.6
  • Housing Development Finance Corporation Limited 2.6
  • Sectors %
  • Banks24.2
  • Finance16.1
  • Govt-Sec11.1
  • Automobiles9.5
  • Internet and Technology6.2

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