NSE ScannerBandhan Mutual Fund · Hybrid · Balanced Advantage · Direct plan
BANDHAN Balanced Advantage Fund - Direct Plan - Growth
₹28.912NAV on 31 Oct 2026Expense ratio 1.07%
30 Oct 2025NAV low 26.76 · high 29.98+0.6%
In plain words
Over 3 years it returned +9.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -8.3%.
On 3-year return it ranks 13 of 30 funds in Balanced Advantage.
A monthly SIP over 10 years ended ₹1,46,581 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.7% | +1.9% |
| 3 months | -2.3% | -5.1% |
| 6 months | +1.0% | -3.2% |
| 1 year | +1.0% | -10.2% |
| 3 years (yearly) | +9.5% | +7.4% |
| 5 years (yearly) | +7.7% | +6.5% |
| 10 years (yearly) | +9.7% | +11.3% |
| Since start (yearly) | +9.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,640 | +0.9% |
| 3 years | ₹3,60,000 | ₹3,91,628 | +5.3% |
| 5 years | ₹5,90,000 | ₹7,21,420 | +7.9% |
| 10 years | ₹11,90,000 | ₹19,46,549 | +9.4% |
Other plan of this fund: BANDHAN Balanced Advantage Fund - Regular Plan - Growth