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BANDHAN Balanced Advantage Fund Direct Plan Growth

Bandhan · Balanced Advantage
Moderate
₹28.80
Current NAV
27 Oct 2026
0.3%
1Y Return
9.3%
3Y CAGR
7.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.17%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.37).
  • Very large asset base (AUM: ₹21,920 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.87
Sharpe Ratio
1.37
Beta
4.37
Alpha
1.02
Sortino
Fund Details
Fund House Bandhan
Category Balanced Advantage
AUM ₹21920 Cr
Expense Ratio 0.17%
Min SIP ₹500
Min Lumpsum ₹1000
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