How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.74 | 44.64 | 2.27 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 41.36 | 1.96 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Balanced Advantage Fund(IDCW Reinv) | 14.74% | 5.15% | 5.55% |
HDFC Balanced Advantage Fund(IDCW) | 24.00% | 12.21% | 3.76% |
ICICI Pru Balanced Advantage Fund(M-IDCW Payout) | 16.93% | 8.62% | 8.25% |
SBI Balanced Advantage Fund(IDCW) | 23.75% | 14.21% | 14.25% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
5.20 %
Holdings
4.95 %
Holdings
4.68 %
Manish Gunwani
AUM: ₹26,965.87 Cr.
|
Exp: 17yrs
Prateek Poddar
AUM: ₹4,394.29 Cr.
|
Exp: 9yrs
Brijesh Shah
AUM: ₹29,403.52 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%