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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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tortoise-icon BANDHAN 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 BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹1304 Cr ₹2263 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 08 Dec 2023 10 Oct 2014
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 2.04
Manager Siddharth Chaudhary Ritika Behera
ISIN Code INF0QA701680 INF194KA1UE8
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 Bandhan Balanced Advantage Fund - Regular Plan - 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 BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 2.45% 1.54%
6 Month 4.95% 1.33%
1 Year 4.15% 6.32%
3 Year - 13.35%
5 Year - 11.76%

SIP Return Analysis

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month 7.58% 5.38%
1 Year 10.51% 8.18%
3 Year - 12.05%
5 Year - 10.62%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 3.96% 8.94%
3 Year - 8.56%
5 Year - 9.08%

Risk Management

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation - 7.50%
Sharp - 0.66%
Beta - -
Alpha - -

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Fund Managers

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BANDHAN Balanced Advantage Fund Regular Plan Growth
Name Siddharth Chaudhary Ritika Behera
Total AUM ₹7136 Cr ₹43013 Cr
Funds Managed 8 19
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BANDHAN Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 17.49 19.33
Large Cap 73.32 60.6
Mid Cap 5.94 9.75
Small Cap 3.26 10.31

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 16.31 18.49
Energy 6.41 3.41
Technology 6.31 13.14
Industrials 7.25 6.87
Basic Materials 5.93 4.64
Financial Services 33.76 23.59
Consumer Defensive 7.64 6.59
Healthcare 6.15 7.34
Consumer Cyclical 4.32 7.49
Communication Services 3.87 5.1
Real Estate 1.03 1.43
Utilities 1.02 1.91

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