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
| 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) | ₹1308 Cr | ₹2547 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 | 2.08 | 2.01 |
| 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 | 1.01% | 1.63% |
| 6 Month | 4.26% | 11.04% |
| 1 Year | - | 23.99% |
| 3 Year | - | 12.82% |
| 5 Year | - | 12.72% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 19.42% |
| 3 Year | - | 18.62% |
| 5 Year | - | 15.43% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 7.63% |
| 3 Year | - | 9.65% |
| 5 Year | - | 8.02% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.39% |
| Sharp | - | 0.89% |
| Beta | - | 0.98% |
| Alpha | - | 2.31% |
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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 |
| Fund Manage | 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 | 21.89 | 18.35 |
| Large Cap | 70.85 | 53.62 |
| Mid Cap | 5.89 | 8.15 |
| Small Cap | 1.37 | 6.52 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.89 | 18.35 |
| Petroleum Products | 8.34 | 4.54 |
| IT - Software | 10.01 | 6.38 |
| Personal Products | 1.4 | 0.77 |
| Construction | 2.59 | 2.97 |
| Ferrous Metals | 2.32 | 0.19 |
| Consumer Durables | 1.21 | 0.22 |
| Diversified FMCG | 4.75 | 0.66 |
| Non - Ferrous Metals | 1.24 | 0.77 |
| Banks | 17.18 | 14.48 |
| Pharmaceuticals & Biotechnology | 8.41 | 4.91 |
| Cement & Cement Products | 2.61 | 1.08 |
| Automobiles | 4.81 | 5.31 |
| Electrical Equipment | 0.22 | 0.79 |
| Insurance | 0.9 | 2.9 |
| Agricultural Food & other Products | 1.9 | 0.64 |
| Oil | 0.31 | 0.54 |
| Food Products | 2.05 | 0.04 |
| Power | 1.21 | 2.35 |
| Finance | 1.78 | 4.42 |
| Telecom - Services | 2.21 | 2.46 |
| Healthcare Services | 0.31 | 1.63 |
| Beverages | 1.38 | 0.53 |
| Retailing | 0.97 | 0.65 |
| Capital Markets | - | 0.02 |
| Aerospace & Defense | - | 0.99 |
| Auto Components | - | 0.45 |
| Gas | - | 0.14 |
| IT - Services | - | 0.08 |
| Diversified Metals | - | 0.46 |
| Industrial Products | - | 0.71 |
| Chemicals & Petrochemicals | - | 1.32 |
| Household Products | - | 0.73 |
| Consumable Fuels | - | 0.87 |
| Fertilizers & Agrochemicals | - | 0.8 |
| Industrial Manufacturing | - | 1.45 |
| Transport Services | - | 0.03 |
| Leisure Services | - | 0.56 |
| Realty | - | 0.45 |
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