- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1278 Cr | ₹60347 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 | 1.48 |
| 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 | 1.53% | 1.46% |
| 6 Month | 0.68% | 4% |
| 1 Year | 2.84% | 9.22% |
| 3 Year | - | 14.55% |
| 5 Year | - | 16.2% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 5.41% | 5.58% |
| 1 Year | 5.4% | 10.4% |
| 3 Year | - | 13.66% |
| 5 Year | - | 13.25% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 3.96% | 11% |
| 3 Year | - | 11.81% |
| 5 Year | - | 12.45% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.25% |
| Beta | - | 0.73% |
| Alpha | - | 2.55% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 15.51 | 9.86 |
| Large Cap | 81.32 | 60.32 |
| Small Cap | 2.14 | 0.99 |
| Mid Cap | 1.02 | 5.78 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 15 | 6.01 |
| Energy | 7.2 | - |
| Technology | 12.57 | - |
| Consumer Defensive | 10.31 | - |
| Industrials | 5.44 | - |
| Basic Materials | 6.39 | - |
| Financial Services | 21.41 | - |
| Healthcare | 10.13 | - |
| Consumer Cyclical | 6.55 | - |
| Communication Services | 3.46 | - |
| Utilities | 1.53 | - |
| Telecom - Services | - | 2.41 |
| Petroleum Products | - | 3.87 |
| Electrical Equipment | - | 0.15 |
| IT - Software | - | 6.05 |
| Cement & Cement Products | - | 1.6 |
| Construction | - | 2.55 |
| Consumer Durables | - | 1.19 |
| Diversified FMCG | - | 2.08 |
| Non - Ferrous Metals | - | 0.64 |
| Banks | - | 14.37 |
| Units of Real Estate Investment Trust (REITs) | - | 3.58 |
| Pharmaceuticals & Biotechnology | - | 2.79 |
| Leisure Services | - | 0.2 |
| Automobiles | - | 8.74 |
| Auto Components | - | 2.02 |
| Ferrous Metals | - | 0.38 |
| Units of Infrastructure Investment Trusts | - | 0.27 |
| Chemicals & Petrochemicals | - | 0.53 |
| Finance | - | 2.24 |
| Insurance | - | 2.34 |
| Capital Markets | - | 1.2 |
| Retailing | - | 3.73 |
| Diversified Metals | - | 0.15 |
| Realty | - | 0.01 |
| Oil | - | 0.49 |
| Food Products | - | 1.3 |
| Industrial Products | - | 1.11 |
| Healthcare Services | - | 0.33 |
| Consumable Fuels | - | 0.18 |
| Fertilizers & Agrochemicals | - | 1.2 |
| Transport Services | - | 1.24 |
| Power | - | 1.72 |
| Transport Infrastructure | - | 0.18 |
| Commercial Services & Supplies | - | 0.1 |
Top Comparisons
Tata Equity PE Fund Regular Plan -(Growth Option)
3Y Returns23.79%
Quant Value Fund Regular - Growth
3Y Returns27.26%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.03%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.85%
Bandhan Bond Fund Income Plan Regular-Growth
3Y Returns6.77%
Axis Long Duration Fund - Regular Plan - Growth
3Y Returns0%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns18.56%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns18.56%
