Investment type
Bandhan Balanced Advantage Fund - Direct (G) is a mutual fund under the Low Risk-Return Funds category, managed by Bandhan Mutual Fund. It was launched on 20 Dec 1999, and has been active for over 26 years. As of 30 Jun 2025 the fund manages assets worth ₹2,302 Crores. The expense ratio is 0.76%.
This fund generated returns of 6.17% in the last 1 year. Since its inception, it has provided an average annual return of 9.88%.
The fund's investments are mainly concentrated in sectors like Banks, Debt, Finance, IT-Software and Telecom-Services.
The top five holdings in this fund include prominent companies such as Infosys, GSEC, GSEC, Bajaj Finance and ICICI Bank.
The Scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.
These funds are low-risk as they invest in safe assets like government bonds and high-rated debt.
Yes, if you prioritize capital preservation and want steady, modest returns.
These funds are suitable for short to medium-term goals, generally one to three years.
Yes, you can withdraw anytime, though holding for the investment term is recommended.
Expenses are low, usually between 0.5% and 1%, due to the focus on low-risk assets.
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