BANDHAN Balanced Advantage Fund - Direct Plan - Growth

Mutual Fund · Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage · As of 18 Oct 2026, 7:44 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

70/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Sharpe ratio of 0.37 — little reward for the volatility endured

Investment Checklist

3 / 4 checks passed

✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹29.32

As of

16 Oct 2026

Fund History Available

12.0 yrs

1Y Return (CAGR)

2.4%

Moderate

3Y Return (CAGR)

9.6%

5Y Return (CAGR)

7.7%

Annualized Volatility

7.5%

Relatively stable

Sharpe Ratio (est.)

0.37

Weak risk-adj. return

Max Drawdown

-25.9%

Severe historical drop

Category Peer Comparison

Scheme	1Y Return
HSBC Dynamic Asset Allocation Fund-Growth Direct	—
DSP Dynamic Asset Allocation Fund - Direct Plan - Growth	1.7%
Samco Dynamic Asset Allocation Fund - Direct Plan - Growth	-4.3%
quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option	-3.7%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹7,63,673

Estimated Gain

₹1,63,673

Risk Flags

Estimated Sharpe ratio (0.37) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
This fund has seen a peak-to-trough drawdown of -25.9% in its available history — make sure you can stomach that kind of swing.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.