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BANDHAN Balanced Advantage Fund Regular Plan IDCW

Bandhan · Balanced Advantage
Moderate
₹13.67
Current NAV
27 Oct 2026
-8.4%
1Y Return
1.1%
3Y CAGR
0.2%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.46).
  • Very large asset base (AUM: ₹20,010 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • 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
1.46
Sharpe Ratio
0.76
Beta
-1.04
Alpha
1.69
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Fund Details
Fund House Bandhan
Category Balanced Advantage
AUM ₹20010 Cr
Expense Ratio 1.56%
Min SIP ₹500
Min Lumpsum ₹1000
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