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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹1304 Cr ₹12696 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 08 Dec 2023 20 Aug 2009
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 % 81%
Expense Ratio 2.09 1.69
Manager Siddharth Chaudhary Rahul Dedhia
ISIN Code INF0QA701680 INF754K01285
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 Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 2.92% 2.58%
6 Month 5.58% 2.95%
1 Year 3.69% 4.1%
3 Year - 14.98%
5 Year - 15.42%

SIP Return Analysis

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 7.58% 6.62%
1 Year 10.51% 8.9%
3 Year - 13.58%
5 Year - 12.87%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 3.96% 9.54%
3 Year - 11.43%
5 Year - 11.32%

Risk Management

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation - 8.56%
Sharp - 0.74%
Beta - -
Alpha - -

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Fund Managers

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name Siddharth Chaudhary Rahul Dedhia
Total AUM ₹7136 Cr ₹31988 Cr
Funds Managed 8 10
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 17.49 21.4
Large Cap 73.32 57.72
Mid Cap 5.94 14.08
Small Cap 3.26 6.81

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 16.31 21.16
Energy 6.41 5.46
Technology 6.31 7.94
Industrials 7.25 4.71
Basic Materials 5.93 4.7
Financial Services 33.76 26.61
Consumer Defensive 7.64 6.35
Healthcare 6.15 7.42
Consumer Cyclical 4.32 7.94
Communication Services 3.87 2.83
Real Estate 1.03 0.84
Utilities 1.02 4.05

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