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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Axis Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1347 Cr | ₹3810 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Dec 2023 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | % | 24% |
| Expense Ratio | 2.09 | 2 |
| Manager | Siddharth Chaudhary | Hardik Shah |
| ISIN Code | INF0QA701680 | INF846K01A52 |
| Exits Load | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.06% | -0.32% |
| 6 Month | 3.46% | 3.32% |
| 1 Year | 5.76% | 4.68% |
| 3 Year | - | 14% |
| 5 Year | - | 11.69% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.77% | 2.31% |
| 1 Year | 12.66% | 10.02% |
| 3 Year | - | 12.92% |
| 5 Year | - | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 2.84% | 7.93% |
| 3 Year | - | 10.9% |
| 5 Year | - | 10.7% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.90% |
| Beta | - | 1.06% |
| Alpha | - | 1.82% |
Fund Managers
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Hardik Shah |
| Total AUM | ₹7136 Cr | ₹0 Cr |
| Funds Managed | 8 | 12 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.57 | 35.01 |
| Large Cap | 69.18 | 57.06 |
| Small Cap | 1.94 | 2.77 |
| Mid Cap | 10.31 | 5.16 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.24 | 28.65 |
| Energy | 5.48 | 6.73 |
| Technology | 8.19 | 9.23 |
| Industrials | 8.07 | 7.6 |
| Basic Materials | 6.54 | 3.51 |
| Consumer Defensive | 5.6 | 4.69 |
| Financial Services | 25.97 | 21.62 |
| Healthcare | 13.29 | 5.03 |
| Consumer Cyclical | 6.55 | 7.12 |
| Real Estate | 2.79 | 1.5 |
| Communication Services | 3.27 | 2.15 |
| Utilities | - | 2.18 |
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