- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs HDFC Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹1347 Cr | ₹107971 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Dec 2023 | 11 Sep 2000 |
| 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 | % | 21.38% |
| Expense Ratio | 2.09 | 1.35 |
| Manager | Siddharth Chaudhary | Anil Bamboli |
| ISIN Code | INF0QA701680 | INF179K01830 |
| 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 | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | -0.7% | -0.82% |
| 6 Month | 4.59% | 3.61% |
| 1 Year | 7.17% | 5.76% |
| 3 Year | - | 17.4% |
| 5 Year | - | 19.6% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.91% | 1.2% |
| 1 Year | 10.51% | 8.72% |
| 3 Year | - | 13.79% |
| 5 Year | - | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 2.84% | 17.35% |
| 3 Year | - | 16.32% |
| 5 Year | - | 15.11% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.69% |
| Sharp | - | 1.18% |
| Beta | - | 1.16% |
| Alpha | - | 4.92% |
Fund Managers
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Anil Bamboli |
| Total AUM | ₹7136 Cr | ₹135442 Cr |
| Funds Managed | 8 | 12 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 18.57 | 33.92 |
| Large Cap | 69.18 | 53.76 |
| Small Cap | 1.94 | 5.26 |
| Mid Cap | 10.31 | 7.06 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 14.24 | 29.67 |
| Energy | 5.48 | 7.59 |
| Technology | 8.19 | 6.11 |
| Industrials | 8.07 | 7.82 |
| Basic Materials | 6.54 | 2.16 |
| Consumer Defensive | 5.6 | 2.53 |
| Financial Services | 25.97 | 23.67 |
| Healthcare | 13.29 | 4.18 |
| Consumer Cyclical | 6.55 | 6.89 |
| Real Estate | 2.79 | 1.83 |
| Communication Services | 3.27 | 3.62 |
| Utilities | - | 3.93 |
Top Comparisons
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns21.09%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.62%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns16.16%
Bandhan Gilt Fund - Regular Plan - Growth
3Y Returns6.91%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns6.42%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.45%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
