- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1278 Cr | ₹12238 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 | 1.74% | 1.31% |
| 6 Month | 4.9% | 2.71% |
| 1 Year | 3.23% | 4.26% |
| 3 Year | - | 15.17% |
| 5 Year | - | 15.37% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.22% | 4.06% |
| 1 Year | 6.45% | 4.8% |
| 3 Year | - | 12.38% |
| 5 Year | - | 12.21% |
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 | - | 8.045% |
| Sharp | - | 0.5% |
| 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 | 15.51 | 27.12 |
| Large Cap | 81.32 | 52.16 |
| Small Cap | 2.14 | 6.9 |
| Mid Cap | 1.02 | 13.82 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15 | 27.05 |
| Energy | 7.2 | 4.13 |
| Technology | 12.57 | 10.12 |
| Consumer Defensive | 10.31 | 5.86 |
| Industrials | 5.44 | 3.8 |
| Basic Materials | 6.39 | 2.38 |
| Financial Services | 21.41 | 21.21 |
| Healthcare | 10.13 | 7.32 |
| Consumer Cyclical | 6.55 | 9.99 |
| Communication Services | 3.46 | 2.28 |
| Utilities | 1.53 | 4.53 |
| Real Estate | - | 1.34 |
Top Comparisons
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns19.47%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns33.21%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns30%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns21.48%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.38%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns9.01%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns22.59%
Sundaram Services Fund Regular Plan - Growth
3Y Returns24.23%
