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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) | ₹1347 Cr | ₹13239 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 | -0.7% | -0.29% |
| 6 Month | 4.59% | 4.87% |
| 1 Year | 7.17% | 5.36% |
| 3 Year | - | 12.17% |
| 5 Year | - | 11.83% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.77% | 2.44% |
| 1 Year | 12.66% | 11.68% |
| 3 Year | - | 10.96% |
| 5 Year | - | 10.98% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 2.84% | 9.16% |
| 3 Year | - | 11.71% |
| 5 Year | - | 11.52% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.00% |
| Sharp | - | 0.65% |
| Beta | - | 1.13% |
| Alpha | - | - |
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 | 18.57 | 23.09 |
| Large Cap | 69.18 | 56.72 |
| Small Cap | 1.94 | 6.22 |
| Mid Cap | 10.31 | 13.97 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.24 | 19.24 |
| Energy | 5.48 | 5.01 |
| Technology | 8.19 | 8.62 |
| Industrials | 8.07 | 6.74 |
| Basic Materials | 6.54 | 4.78 |
| Consumer Defensive | 5.6 | 3.93 |
| Financial Services | 25.97 | 27.73 |
| Healthcare | 13.29 | 6.17 |
| Consumer Cyclical | 6.55 | 10.7 |
| Real Estate | 2.79 | 0.46 |
| Communication Services | 3.27 | 3.89 |
| Utilities | - | 2.72 |
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