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Bandhan Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
10 Oct 2014
11.2 years ago
Lock-in Period
No lock-in
NAV
as of 12 Dec 2025
₹28.86
+0.4211% (0.20)
AUM
₹2,320 Cr
Expense ratio
0.75%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 90D
0.5%
If units sold after 90D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Technology
Consumer Cyclical
Communication Services
Industrials
Fund House
Bandhan
Inc: 14 Jul 2000 • Total AUM: ₹1,82,114 Cr • Rank #12IDFC Mutual Fund started in 2000 which has been acquired by Bandhan Bank, BFHL as its sponsors. The fund house is headed by Vishal Kapoor as the CEO. As of 30 Sep 2022, it has an AUM of 120041.8 crores. It is spread across 375 plus cities.
Fund Managers
Manish Gunwani
Experience: 2.86 yrs • Total AUM: 2,37,036 Cr
Brijesh Shah
Experience: 6.86 yrs • Total AUM: 19,76,212 Cr
Vishal Biraia
Experience: 1.88 yrs • Total AUM: 34,188 Cr
Ritika Behera
Experience: 2.17 yrs • Total AUM: 5,20,080 Cr
Gaurav Satra
Experience: 1.51 yrs • Total AUM: 5,20,080 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.