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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) | ₹1299 Cr | ₹4424 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% | -0.96% |
| 6 Month | 6.89% | 10.73% |
| 1 Year | -0.09% | 4.87% |
| 3 Year | - | 14.09% |
| 5 Year | - | 14.43% |
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 | 0.89% | 2.86% |
| 1 Year | 1.99% | 6.81% |
| 3 Year | - | 12.71% |
| 5 Year | - | 12.62% |
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 | 3.68% | 14.36% |
| 3 Year | - | 14.5% |
| 5 Year | - | 15.98% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | - | 9.22% |
| Sharp | - | 0.88% |
| Beta | - | - |
| Alpha | - | - |
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 | 19 | 33.32 |
| Large Cap | 70.14 | 40.3 |
| Small Cap | 3.49 | 10.48 |
| Mid Cap | 7.37 | 15.9 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 15.25 | 23.44 |
| Energy | 4.07 | 5.49 |
| Technology | 7.95 | 5.23 |
| Industrials | 7.22 | 10.58 |
| Basic Materials | 5.94 | 1.38 |
| Consumer Defensive | 7.57 | 3.66 |
| Financial Services | 30.48 | 25.87 |
| Healthcare | 7.39 | 6.74 |
| Consumer Cyclical | 8.46 | 7.88 |
| Communication Services | 2.29 | 4.64 |
| Utilities | 1.1 | 1.42 |
| Real Estate | 2.28 | 3.67 |
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