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Bandhan Balanced Advantage Fund(G)-Direct Plan

Bandhan Balanced Advantage Fund(G)-Direct Plan

HybridDirect GrowthHigh Risk

+8.29%

5Y annualised

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NAV : 10 Sep 2026

₹29.63

Min. SIP amount

₹100

Fund size (AUM)

2285 Cr

Expense ratio

0.75%

Launched on

10 Oct 2014

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,37,074

Stock Allocation

Stock nameSectorAllocation
Axis Bank LimitedCertificate Of Deposit5.33%
Icici Bank LimitedBank4.03%
Reliance Industries LimitedCrude Oil4.03%

Fund Composition

2285 Cr

Large Cap

46.62%

Mid Cap

11.89%

Small Cap

7.43%

Others

34.06%

Sector Allocation

2285 Cr

Bank

14.64%

Certificate Of Deposit

14.61%

Government Securities

7.05%

Finance

6.93%

Corporate Debt

5.55%

It

5.47%

Healthcare

4.28%

Crude Oil

4.03%

Others

36.22%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.50% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

MG

Manish Gunwani

Present

VB

Vishal Biraia

Present

BS

Brijesh Shah

Present

Similar/Peer Fund Comparison

Fund name
U

Unifi Dynamic Asset Allocation Fund(G)-Direct Plan

+0.00%
B

Baroda BNP Paribas Balanced Advantage Fund(G)-Direct Plan

+12.00%
A

Aditya Birla SL Balanced Advantage Fund(G)-Direct Plan

+11.70%
E

Edelweiss Balanced Advantage Fund(G)-Direct Plan

+10.64%
3

360 ONE Balanced Hybrid Fund(G)-Direct Plan

+0.00%
B

Bank of India Balanced Advantage Fund(G)-Direct Plan

+9.01%
B

Bandhan Balanced Advantage Fund(G)-Direct Plan

+10.01%
M

Mirae Asset Balanced Advantage Fund(G)-Direct Plan

+10.14%

FAQs

Bandhan Balanced Advantage Fund(G)-Direct Plan is a part of Bandhan AMC Limited, it was incepted on 10 Oct 2014. This fund is managed by Manish Gunwani, Vishal Biraia and Brijesh Shah. It is a Hybrid type of fund.

The current NAV of Bandhan Balanced Advantage Fund(G)-Direct Plan is ₹29.63 (as of 10 Sep 2026).

Bandhan Balanced Advantage Fund(G)-Direct Plan has delivered 5.34% in 1 year, 10.01% in 3 years, and 8.29% in 5 years (annualised).

The minimum SIP amount for Bandhan Balanced Advantage Fund(G)-Direct Plan is ₹100.

The expense ratio of Bandhan Balanced Advantage Fund(G)-Direct Plan is 0.75%.

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