BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Baroda BNP Paribas Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹1278 Cr | ₹4078 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 08 Dec 2023 | 13 Nov 2018 |
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 | % | 173% |
Expense Ratio | 2.09 | 1.89 |
Manager | Siddharth Chaudhary | Miten Vora |
ISIN Code | INF0QA701680 | INF955L01HC4 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Month | 1.53% | 3.1% |
6 Month | 0.68% | 0.56% |
1 Year | 2.84% | 7.68% |
3 Year | - | 17.5% |
5 Year | - | 17.23% |
SIP Return Analysis
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 5.41% | 7.58% |
1 Year | 5.4% | 10.51% |
3 Year | - | 14.87% |
5 Year | - | 13.89% |
Rolling Lumpsum Returns
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 3.96% | 14.9% |
3 Year | - | 14.38% |
5 Year | - | 15.85% |
Risk Management
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | - | 10.009% |
Sharp | - | 0.418% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Miten Vora |
Total AUM | ₹7136 Cr | ₹6478 Cr |
Funds Managed | 8 | 6 |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 15.51 | 31.15 |
Large Cap | 81.32 | 42.99 |
Small Cap | 2.14 | 11.21 |
Mid Cap | 1.02 | 14.66 |
Sector Allocation
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 15 | 26.01 |
Energy | 7.2 | 7.58 |
Technology | 12.57 | 7.73 |
Consumer Defensive | 10.31 | 2.53 |
Industrials | 5.44 | 12.94 |
Basic Materials | 6.39 | 0.99 |
Financial Services | 21.41 | 22.52 |
Healthcare | 10.13 | 6.54 |
Consumer Cyclical | 6.55 | 6.34 |
Communication Services | 3.46 | 3.73 |
Utilities | 1.53 | 3.08 |
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