- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1286 Cr | ₹3591 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 | 3.8% | 2.68% |
| 6 Month | 5.57% | 4.13% |
| 1 Year | 5.25% | 5.88% |
| 3 Year | - | 14.02% |
| 5 Year | - | 13.1% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.45% | 0.06% |
| 1 Year | 4.46% | 4.24% |
| 3 Year | - | 11.56% |
| 5 Year | - | 11.43% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 2.84% | 8.43% |
| 3 Year | - | 10.68% |
| 5 Year | - | 10.45% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.49% |
| Sharp | - | 0.93% |
| Beta | - | 1.06% |
| Alpha | - | 1.60% |
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 | 22.81 | 35.01 |
| Large Cap | 67.05 | 56.65 |
| Small Cap | 2.21 | 2.51 |
| Mid Cap | 7.93 | 5.84 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.74 | 29.95 |
| Energy | 2.42 | 6.86 |
| Technology | 8.22 | 8.14 |
| Consumer Cyclical | 7.55 | 6.85 |
| Industrials | 8.08 | 7.02 |
| Basic Materials | 6.78 | 3.67 |
| Consumer Defensive | 7.85 | 4.2 |
| Financial Services | 24.33 | 22.29 |
| Healthcare | 10.79 | 5.28 |
| Communication Services | 2.02 | 2.02 |
| Utilities | 0 | 2.34 |
| Real Estate | 2.23 | 1.37 |
Top Comparisons
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns11.66%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns11.83%
Franklin India Retirement Fund - Growth
3Y Returns10.47%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns17.34%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.98%
LIC MF Liquid Fund-Growth
3Y Returns6.95%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.58%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.65%
