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BANDHAN Balanced Advantage Fund Direct Plan IDCW

Bandhan · Balanced Advantage
Moderate
₹15.96
Current NAV
27 Oct 2026
-7.3%
1Y Return
2.4%
3Y CAGR
1.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.46%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.56
Sharpe Ratio
1.06
Beta
-1.94
Alpha
0.65
Sortino
Fund Details
Fund House Bandhan
Category Balanced Advantage
AUM ₹2610 Cr
Expense Ratio 0.46%
Min SIP ₹500
Min Lumpsum ₹1000
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