BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs HDFC Balanced Advantage Fund compare

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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HDFC Balanced Advantage Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Fund	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹1278 Cr	₹94251 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

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
1 Month	2.89%	2.59%
6 Month	-0.91%	0.05%
1 Year	3.5%	7.77%
3 Year	-	20.09%
5 Year	-	25.54%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
6 Month	2.25%	2.19%
1 Year	-0.68%	1.49%
3 Year	-	18.39%
5 Year	-	20.82%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
1 Year	5.39%	18.17%
3 Year	-	15.89%
5 Year	-	14.91%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	-	9.701%
Sharp	-	1.207%
Beta	-	-
Alpha	-	-

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Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
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 - Growth Plan

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Others	15.51	45.54
Large Cap	81.32	52.58
Small Cap	2.14	6.1
Mid Cap	1.02	6.45

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Others	15	43.92
Energy	7.2	7.4
Technology	12.57	5.37
Consumer Defensive	10.31	2.65
Industrials	5.44	8.87
Basic Materials	6.39	2
Financial Services	21.41	22.36
Healthcare	10.13	4.17
Consumer Cyclical	6.55	5.5
Communication Services	3.46	2.71
Utilities	1.53	4.3
Real Estate	-	1.44