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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) | ₹1347 Cr | ₹4697 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| 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 | -0.84% | -0.86% |
| 6 Month | 2.11% | 2.36% |
| 1 Year | 8.19% | 7.25% |
| 3 Year | - | 14.44% |
| 5 Year | - | 12.53% |
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 | 3.19% | 2.85% |
| 1 Year | 11.62% | 13.2% |
| 3 Year | - | 12.67% |
| 5 Year | - | 12.76% |
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 | 2.84% | 13.31% |
| 3 Year | - | 14.39% |
| 5 Year | - | 15.64% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | - | 9.35% |
| Sharp | - | 0.75% |
| Beta | - | 1.30% |
| Alpha | - | 1.10% |
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 | 18.57 | 30.35 |
| Large Cap | 69.18 | 42.19 |
| Small Cap | 1.94 | 9.57 |
| Mid Cap | 10.31 | 17.9 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 14.24 | 23.66 |
| Energy | 5.48 | 4.88 |
| Technology | 8.19 | 7.08 |
| Industrials | 8.07 | 10.71 |
| Basic Materials | 6.54 | 2.84 |
| Consumer Defensive | 5.6 | 6.24 |
| Financial Services | 25.97 | 20.85 |
| Healthcare | 13.29 | 5.82 |
| Consumer Cyclical | 6.55 | 11.7 |
| Real Estate | 2.79 | 2.24 |
| Communication Services | 3.27 | 2.92 |
| Utilities | - | 1.06 |
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