BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Edelweiss Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 | - | - |
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 | 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 |
Top Comparisons
HDFC Infrastructure Fund - Growth Plan
3Y Returns36.14%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns35.08%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns24.29%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns27.38%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.87%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.48%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns22.95%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns33.21%