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

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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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)	₹1347 Cr	₹2320 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

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	-0.7%	0.06%
6 Month	4.59%	4.29%
1 Year	7.17%	4.22%
3 Year	-	11.04%
5 Year	-	9.57%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	1.91%	1.44%
1 Year	10.51%	8.57%
3 Year	-	10.1%
5 Year	-	9.64%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	2.84%	8.58%
3 Year	-	8.79%
5 Year	-	9.27%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	-	6.54%
Sharp	-	0.61%
Beta	-	0.90%
Alpha	-	-0.14%

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

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	18.57	27.02
Large Cap	69.18	52.55
Small Cap	1.94	8.75
Mid Cap	10.31	11.68

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	14.24	19.64
Energy	5.48	3.7
Technology	8.19	10.22
Industrials	8.07	6
Basic Materials	6.54	4.93
Consumer Defensive	5.6	4.86
Financial Services	25.97	26.52
Healthcare	13.29	5.67
Consumer Cyclical	6.55	8.79
Real Estate	2.79	2.02
Communication Services	3.27	6.61
Utilities	-	1.04