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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 - Growth Plan
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | 1.53% | 1.69% |
| 6 Month | 0.68% | 0.72% |
| 1 Year | 2.84% | 5.7% |
| 3 Year | - | 22.6% |
| 5 Year | - | 25.22% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | 5.41% | 5.66% |
| 1 Year | 5.4% | 7.19% |
| 3 Year | - | 18.28% |
| 5 Year | - | 20.32% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 3.96% | 17.82% |
| 3 Year | - | 16.09% |
| 5 Year | - | 15.02% |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 |
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