Angel One Mutual Fund Balanced Advantage Fund - Direct Plan - Growth

Angel One Mutual Fund Balanced Advantage Fund - Direct Pl... overview and fund details

Angel One Mutual Fund Balanced Advantage Fund - Direct Plan - Growth, ek balanced hybrid fund hai, jo equity aur debt dono mein invest karta hai. Iska primary objective long-term capital growth hai, jo investors ki risk appetite aur market volatility ko dhyan mein rakhte hue design kiya gaya hai. Ye fund un investors ke liye suitable hai jo moderate risk le sakte hain aur apne portfolio mein diversification chahte hain. Is fund ka AUM ₹15624 crore hai, jo iska popular demand dikhata hai. Fund manager Gopal Agrawal aur Srinivasan Ramamurthy isko manage karte hain, jinka tenure 5.1 years ka hai. Iska expense ratio 0.78% hai, jo kaafi competitive hai, aur ye fund ka performance kaafi promising dikhata hai.

Angel One Mutual Fund Balanced Advantage Fund - Direct Pl... returns analysis 2026

Angel One Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ke returns ko samjhne ke liye, humein iske performance ko benchmark, Nifty 50 Hybrid Composite Debt 65:35 Index ke saath compare karna hoga. Niche diye gaye table mein aap dekh sakte hain fund aur benchmark ke returns ka comparison:

Period	Fund Returns (%)	Benchmark Returns (%)
1 Year	3.08	Data not available
3 Years	12.3	Data not available
5 Years	7.51	Data not available

Fund ke 1 saal ke returns 3.08% hai, jo ki market volatility ke dauran bhee positive hai. 3 saal mein yeh fund 12.3% ka return diya hai, jo consistent growth dikhata hai. Long-term investors ke liye yeh fund achha option ho sakta hai, kyunki ye moderate risk ko le kar stable returns provide karta hai. Fund managers ki expertise bhi iske returns mein kaafi important role play karti hai. Gopal Agrawal aur Srinivasan Ramamurthy ki investment strategy ne is fund ko stable returns dene mein madad ki hai, jo ki long-term investors ki expectations ke saath align karti hai.

Angel One Mutual Fund Balanced Advantage Fund - Direct Pl... top holdings and portfolio allocation

Angel One Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ki top holdings ke baare mein jaan lete hain. Is fund ki top 5 holdings hain: 1. HDFC Bank Ltd. (6.8%) 2. ICICI Bank Ltd. (5.5%) 3. Reliance Industries Ltd. (4.5%) 4. 8.38% GOI 2027 (4.2%) 5. Infosys Ltd. (3.8%) Is portfolio mein equity allocation kaafi diversified hai, jo ki investors ke liye risk management mein madad karta hai. Equity aur debt ka balanced allocation is fund ki khasiyat hai, jo market fluctuations ke dauran stability provide karta hai. Sector allocation bhi kaafi important hai. Is fund ki strategy hai ki wo sectors mein invest kare jo long-term growth potential rakhte hain. Jaise ki financial services aur technology sector, jo aaj kal ke market mein kaafi strong performance dikhate hain. Ye fund un investors ke liye suitable hai jo moderate risk le sakte hain aur apne investments mein diversification chahte hain. Portfolio allocation se ye fund apne investors ko achha return dene ka potential rakhta hai, jo long-term wealth creation mein madadgar ho sakta hai.

Angel One Mutual Fund Balanced Advantage Fund - Direct Pl... – risk level aur volatility

Angel One Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ka riskometer moderately high hai. Iska matlab hai ki ye fund un investors ke liye suitable hai jo thoda risk le sakte hain. Volatility ke maamle mein, ye fund market ke movements se kaafi impacted hota hai, lekin iska balanced hybrid nature isko ek stability provide karta hai. Agar aapka risk profile moderate hai, toh ye fund aapke liye suitable ho sakta hai. Sharpe ratio ki data available nahi hai, lekin fund ka performance aur historical returns se ye samajh aata hai ki fund managers ne kaise timely decisions liye hain taaki investors ko achhe returns mil sakein. Agar aap long-term investing karna chahte hain aur thoda risk le sakte hain, toh ye fund aapke liye ek accha option ho sakta hai.

Angel One Mutual Fund Balanced Advantage Fund - Direct Pl... advantages and disadvantages

• Pros:
• 1. Balanced hybrid approach, equity aur debt ka achha mix.
• 2. Low expense ratio (0.78%).
• 3. Experienced fund managers.
• 4. Historical performance kaafi stable.

• Cons:
• 1. Moderate risk profile, sabhi investors ke liye nahi.
• 2. Returns market fluctuations ke dauran affect ho sakte hain.
• 3. 1-year return thoda low hai (3.08%).