Bandhan Balanced Advantage Fund
Bandhan Balanced Advantage Fund is a dynamic asset allocation or balanced advantage fund of Bandhan AMC Limited with ₹2,232 cr under management. It is ahead of its benchmark (NIFTY 50 Hybrid Composite Debt 50:50 Index) in 4 of 4 periods. Its direct plan charges 1.07% a year. Manish Gunwani has managed it for 2.7 years.
Has Bandhan Balanced Advantage Fund beaten its benchmark?
Ahead of its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, in 4 of 4 periods in AMFI's figures; +3.03% over the last year against −4.29%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.10% | −1.30% | — |
| 3 months | −0.76% | −4.28% | — |
| 6 months | +2.50% | −1.46% | — |
| 1 year | +2.97% | −4.25% | +7.22 pts |
| 3 years | +9.37% | +9.50% | −0.13 pts |
| 5 years | +7.64% | +8.14% | −0.50 pts |
| 10 years | +9.85% | +12.76% | −2.91 pts |
| Since start from 13 Oct 2014 | +9.33% | — | — |
Official figures
AMFI performance feed, 14 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +3.03% | +1.74% | −4.29% | +7.32 | 🔒 |
| 3y | +9.19% | +7.81% | +5.88% | +3.31 | 🔒 |
| 5y | +7.55% | +6.13% | +5.50% | +2.05 | 🔒 |
| 10y | +9.79% | +8.34% | +9.30% | +0.49 | 🔒 |
Value of 100, month-end
Oct 2016 to 15 Oct 2026₹100 put in at the start of Oct 2016 would be ₹255 on 15 Oct 2026, against ₹329 in the Nifty 500 TRI.
What does Bandhan Balanced Advantage Fund cost?
1.07% a year on the direct plan, 2.32% on the regular plan; 12 of 22 funds in its category charge less.
Who manages Bandhan Balanced Advantage Fund?
Manish Gunwani, since 24 Jan 2024; Vishal Biraia, since None; Brijesh Shah, since 24 Jan 2024.
What does Bandhan Balanced Advantage Fund hold?
176 holdings as of 30 Sep 2026; the ten largest are 31.2% of the fund, the largest ICICI Bank Limited at 4.0%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Bandhan Balanced Advantage Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Bandhan Balanced Advantage Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Bandhan Balanced Advantage Fund?
Manish Gunwani (equity portfolio) since 24 Jan 2024; Vishal Biraia (equity portfolio) since None; Brijesh Shah (debt portfolio) since 24 Jan 2024.
What is the expense ratio of Bandhan Balanced Advantage Fund?
1.07% a year on the direct plan and 2.32% on the regular plan (expense report, Oct 2026).
How has Bandhan Balanced Advantage Fund done?
Its direct plan returned +9.19% a year over 3 years against +5.88% for its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, as of 14 Oct 2026.
See Bandhan Balanced Advantage Fund beside your own funds in Valarth
