- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1304 Cr | ₹4304 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 | 2.87% | 3.72% |
| 6 Month | 6.14% | 5.22% |
| 1 Year | 4.31% | 8.71% |
| 3 Year | - | 18.28% |
| 5 Year | - | 17.13% |
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 | 7.58% | 9.4% |
| 1 Year | 10.51% | 14.95% |
| 3 Year | - | 16.39% |
| 5 Year | - | 14.75% |
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 | - | 10.14% |
| Sharp | - | 0.88% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Bandhan Floating Rate Fund Regular - Growth
3Y Returns7.43%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.28%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.14%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.9%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.23%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.58%
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
3Y Returns0%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns22.57%
