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MF_131355

BANDHAN Balanced Advantage Fund Direct Plan Growth

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

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End Amount
₹28,845.52
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.19%
MF_131355 Return
Benchmark CAGR
10.63%
Nifty 50
Inflation Adj. CAGR
4.29%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.52
Volatility vs Benchmark
Sharpe Ratio
0.34
Risk-Adjusted Return
Sortino Ratio
0.48
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 47% 16% 36%
60 days 45% 13% 23%
90 days 44% 11% 18%
180 days 41% 8% 11%
1Yr 34% 6% 8%
3Yr 14% 2% 4%
5Yr 9% 1% 4%
7Yr 0% 0% 3%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period BANDHAN Balanced Advantage Fund Direct Plan Growth Nifty 50
30 days -7.9% | -42.3% | 11.6% | 84.9% 26.6% | -62.0% | 13.7% | 174.8%
60 days -17.3% | -30.9% | 12.3% | 55.1% -23.0% | -47.1% | 15.9% | 119.3%
90 days -13.0% | -24.7% | 11.6% | 44.4% -25.0% | -39.8% | 14.5% | 104.3%
1 Year 0.6% | -2.3% | 9.3% | 25.9% -10.0% | -15.8% | 11.1% | 57.3%
3 Years 9.5% | 5.9% | 10.5% | 14.8% 7.7% | 2.2% | 13.9% | 24.6%
5 Years 7.6% | 5.3% | 10.5% | 14.3% 6.4% | 3.7% | 14.2% | 21.9%
7 Years 10.0% | 8.2% | 10.4% | 11.6% 11.2% | 11.0% | 13.8% | 15.9%
10 Years 9.7% | 9.0% | 10.0% | 10.7% 11.7% | 11.2% | 12.8% | 14.9%
Periods of Negative Return (Drawdowns) 8 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
March 3, 2015 May 28, 2016 452 days 6% Nifty 50: 22% 10983 10321 10997
Sept. 8, 2016 Feb. 22, 2017 167 days 5% Nifty 50: 12% 11613 11011 11619
Aug. 31, 2018 March 30, 2019 211 days 8% Nifty 50: 14% 14078 12951 14078
Feb. 20, 2020 Aug. 6, 2020 168 days 26% Nifty 50: 37% 15724 11654 15724
Jan. 17, 2022 Dec. 1, 2022 318 days 12% Nifty 50: 16% 20464 18079 20485
Dec. 1, 2022 May 4, 2023 154 days 5% Nifty 50: 10% 20485 19432 20528
Dec. 16, 2024 June 5, 2025 171 days 8% Nifty 50: 10% 27586 25348 27649
Jan. 2, 2026 June 20, 2026 169 days 8% Nifty 50: 15% 29109 26699 29172