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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) | ₹1286 Cr | ₹103041 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 | 3.97% | 2.39% |
| 6 Month | 6.35% | 6.04% |
| 1 Year | 5.83% | 5.99% |
| 3 Year | - | 18.56% |
| 5 Year | - | 23.87% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | -0.32% | 0.55% |
| 1 Year | 4.68% | 6.85% |
| 3 Year | - | 13.65% |
| 5 Year | - | 16.92% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 2.84% | 17.32% |
| 3 Year | - | 16.26% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.75% |
| Sharp | - | 1.26% |
| Beta | - | 1.16% |
| Alpha | - | 5.14% |
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 | 22.81 | 34.5 |
| Large Cap | 67.05 | 52.86 |
| Small Cap | 2.21 | 5.81 |
| Mid Cap | 7.93 | 6.83 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 19.74 | 31.65 |
| Energy | 2.42 | 7.23 |
| Technology | 8.22 | 5.36 |
| Consumer Cyclical | 7.55 | 6.76 |
| Industrials | 8.08 | 7.96 |
| Basic Materials | 6.78 | 2.31 |
| Consumer Defensive | 7.85 | 2.64 |
| Financial Services | 24.33 | 22.86 |
| Healthcare | 10.79 | 4.04 |
| Communication Services | 2.02 | 3.42 |
| Utilities | 0 | 4.21 |
| Real Estate | 2.23 | 1.55 |
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