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Bandhan Balanced Advantage Fund(IDCW Reinv)

IDCW
HybridBalanced Advantage Fund
Mid-size FundAssets Under Mgmt: ₹ 2,220 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
16.090.27% (+0.04)

Price Chart

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Returns
0.00%
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Max
SIP
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1M
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Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridBalanced Advantage Fund
Mid-size FundAssets Under Mgmt: ₹ 2,220 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7137.483.65
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3436.303.30

About Balanced Advantage Fund

Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investment and for remaining investment 1% on or before 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Fund Manager

Read more 

Exp: 17yrs

 | 

#Funds: 23

Exp: 7yrs

 | 

#Funds: 31

Exp: 16yrs

 | 

#Funds: 12

Exp: 10yrs

 | 

#Funds: 74

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