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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) | ₹1278 Cr | ₹2652 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 | 3.4% | 2.6% |
| 6 Month | 3.92% | 4.3% |
| 1 Year | 5.74% | 13.36% |
| 3 Year | - | 16.03% |
| 5 Year | - | 15.33% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.17% | 4.34% |
| 1 Year | 5.4% | 8.91% |
| 3 Year | - | 16.26% |
| 5 Year | - | 13.9% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.39% | 8.22% |
| 3 Year | - | 9.95% |
| 5 Year | - | 8.8% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 8.096% |
| Sharp | - | 0.607% |
| Beta | - | - |
| Alpha | - | - |
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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 | 15.51 | 34.05 |
| Large Cap | 81.32 | 56.4 |
| Small Cap | 2.14 | 4.04 |
| Mid Cap | 1.02 | 5.5 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 15 | 32.81 |
| Energy | 7.2 | 7.7 |
| Technology | 12.57 | 6.58 |
| Consumer Defensive | 10.31 | 2.51 |
| Industrials | 5.44 | 5.28 |
| Basic Materials | 6.39 | 3.97 |
| Financial Services | 21.41 | 21.88 |
| Healthcare | 10.13 | 5.99 |
| Consumer Cyclical | 6.55 | 7.77 |
| Communication Services | 3.46 | 3.08 |
| Utilities | 1.53 | 1.99 |
| Real Estate | - | 0.43 |
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