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

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)	₹1115 Cr	₹89878 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	07 Dec 2023	01 Feb 1994
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	2.13	1.36
Manager	Siddharth Chaudhary	Anil Bamboli
ISIN Code	INF0QA701680	INF179K01830
Exits Load	Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
1 Month	1.08%	0.8%
6 Month	10.46%	14.14%
1 Year	-	37.88%
3 Year	-	25.15%
5 Year	-	22.06%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	4.96%	16.09%
3 Year	4.96%	46.46%
5 Year	4.96%	86.54%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
1 Year	5.9%	23.04%
3 Year	5.9%	65.03%
5 Year	5.9%	91.64%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	-	9.4%
Sharp	-	1.72%
Beta	-	0.99%
Alpha	-	11.94%

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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
Fund Manage	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
Large Cap	74.19	51.6
Others	22.5	34.85
Mid Cap	2.1	6.11
Small Cap	1.19	7.44

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Financial	20.95	-
Others	12.74	33.27
Sovereign	7.24	-
Energy	7.94	-
Communication	4.03	-
Construction	3.83	4.33
Consumer Staples	12.45	-
Automobile	5.97	-
Healthcare	6.93	-
Diversified	1.93	-
Metals & Mining	4.85	-
Technology	2.51	-
Materials	3.27	-
Capital Goods	3.49	-
Consumer Discretionary	0.97	-
Services	0.65	-
Insurance	0.23	0.8
Banks	-	16.75
Consumable Fuels	-	3.64
Power	-	4.33
Petroleum Products	-	4.65
IT - Software	-	4.11
Diversified FMCG	-	2.39
Telecom - Services	-	2.17
Finance	-	4.33
Pharmaceuticals & Biotechnology	-	3.16
Automobiles	-	2.62
Gas	-	1
Aerospace & Defense	-	2.96
Industrial Manufacturing	-	1.87
Realty	-	1.28
Transport Infrastructure	-	0.96
Electrical Equipment	-	0.62
Auto Components	-	0.97
Agricultural, Commercial & Construction Vehicles	-	0.69
Oil	-	0.39
Consumer Durables	-	0.45
Diversified Metals	-	0.28
Industrial Products	-	0.27
Chemicals & Petrochemicals	-	0.2
Healthcare Services	-	0.17
Ferrous Metals	-	0.26
Entertainment	-	0.15
Food Products	-	0.12
Non - Ferrous Metals	-	0.12
Metals & Minerals Trading	-	0.09
Transport Services	-	0.15
Capital Markets	-	0.08
Cement & Cement Products	-	0.13
Fertilizers & Agrochemicals	-	0.09
Financial Technology (Fintech)	-	0.04
Leisure Services	-	0.06
Retailing	-	0.03
Personal Products	-	0.01
Agricultural Food & other Products	-	0.01