BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Axis Balanced Advantage Fund compare

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1338 Cr	₹3342 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

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-3.73%	-1.99%
6 Month	3.76%	3.45%
1 Year	-1.27%	3.19%
3 Year	-	13.44%
5 Year	-	13.07%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	3.14%	2.21%
1 Year	4.88%	5.17%
3 Year	-	14.27%
5 Year	-	12.94%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	3.68%	8.63%
3 Year	-	10.55%
5 Year	-	10.25%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	-	7.80%
Sharp	-	1.16%
Beta	-	-
Alpha	-	-

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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

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	17.95	36.84
Large Cap	72.11	55.12
Small Cap	3.81	3.25
Mid Cap	6.14	4.8

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	14.73	32.21
Energy	6.57	8.05
Technology	7.09	7.29
Industrials	6.88	6.68
Basic Materials	5.8	3.7
Consumer Defensive	6.59	3.56
Financial Services	33.4	22
Healthcare	6.09	4.45
Consumer Cyclical	5.13	6.33
Communication Services	4.34	2.72
Real Estate	2.37	0.64
Utilities	1.01	2.36