BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH is a scheme launched by Bajaj Finserv Mutual Fund on December 08, 2023, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 1,285.76 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 500. It charges an expense ratio of 2.09% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives.

• Performance:

  BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH trailing returns over different times are 4.35% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 6.76%.