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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs ICICI Prudential Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
ICICI Prudential Balanced Advantage Fund - Growth
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1325 Cr | ₹68450 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Dec 2023 | 30 Dec 2006 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | % | 16% |
| Expense Ratio | 2.09 | 1.44 |
| Manager | Siddharth Chaudhary | Sharmila D'mello |
| ISIN Code | INF0QA701680 | INF109K01BH2 |
| 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 | ICICI Prudential 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 | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | 3.31% | 1.32% |
| 6 Month | 5.95% | 6.06% |
| 1 Year | 8.92% | 11.19% |
| 3 Year | - | 13.3% |
| 5 Year | - | 13.57% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 3.61% | 2.75% |
| 1 Year | 13.73% | 13.81% |
| 3 Year | - | 13.17% |
| 5 Year | - | 12.73% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 2.84% | 10.81% |
| 3 Year | - | 11.93% |
| 5 Year | - | 12.58% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.26% |
| Beta | - | 0.77% |
| Alpha | - | 2.73% |
Fund Managers
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Sharmila D'mello |
| Total AUM | ₹7136 Cr | ₹354743 Cr |
| Funds Managed | 8 | 35 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 22.81 | 34.29 |
| Large Cap | 67.05 | 59.24 |
| Small Cap | 2.21 | 1.37 |
| Mid Cap | 7.93 | 5.09 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 19.74 | 28.53 |
| Energy | 2.42 | 4.24 |
| Technology | 8.22 | 6.89 |
| Consumer Cyclical | 7.55 | 14.07 |
| Industrials | 8.08 | 6.33 |
| Basic Materials | 6.78 | 4.32 |
| Consumer Defensive | 7.85 | 4.67 |
| Financial Services | 24.33 | 18.73 |
| Healthcare | 10.79 | 2.69 |
| Communication Services | 2.02 | 3.16 |
| Utilities | 0 | 1.71 |
| Real Estate | 2.23 | 4.67 |
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