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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) | ₹1299 Cr | ₹64964 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 | -2.92% | -0.18% |
| 6 Month | 5.85% | 7.96% |
| 1 Year | -0.27% | 6.48% |
| 3 Year | - | 12.71% |
| 5 Year | - | 14.37% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 0.89% | 2.88% |
| 1 Year | 1.99% | 8.94% |
| 3 Year | - | 12.56% |
| 5 Year | - | 12.5% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 3.68% | 10.92% |
| 3 Year | - | 11.85% |
| 5 Year | - | 12.5% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.28% |
| Beta | - | 0.11% |
| Alpha | - | 6.27% |
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 | 19 | 35.06 |
| Large Cap | 70.14 | 57.79 |
| Small Cap | 3.49 | 1.13 |
| Mid Cap | 7.37 | 6.01 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 15.25 | 29.48 |
| Energy | 4.07 | 3.9 |
| Technology | 7.95 | 6.11 |
| Industrials | 7.22 | 6.52 |
| Basic Materials | 5.94 | 4.65 |
| Consumer Defensive | 7.57 | 4.94 |
| Financial Services | 30.48 | 19.75 |
| Healthcare | 7.39 | 2.93 |
| Consumer Cyclical | 8.46 | 12.69 |
| Communication Services | 2.29 | 2.73 |
| Utilities | 1.1 | 1.86 |
| Real Estate | 2.28 | 4.43 |
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