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
| 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 | High |
| Asset Size (Cr) | ₹1115 Cr | ₹58543 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 Dec 2023 | 01 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 TRI |
| Turn Over | % | 16% |
| Expense Ratio | 2.13 | 1.47 |
| Manager | Siddharth Chaudhary | Sharmila D'mello |
| ISIN Code | INF0QA701680 | INF109K01BH2 |
| 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 30% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | 1.08% | 2.5% |
| 6 Month | 10.46% | 9.91% |
| 1 Year | - | 22.49% |
| 3 Year | - | 13.65% |
| 5 Year | - | 14.87% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.96% | 9.74% |
| 3 Year | 4.96% | 24.56% |
| 5 Year | 4.96% | 44.49% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 5.9% | 14.04% |
| 3 Year | 5.9% | 34.6% |
| 5 Year | 5.9% | 46.27% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.46% |
| Beta | - | 0.59% |
| Alpha | - | 4.31% |
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| 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 |
| Fund Manage | 8 | 35 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Large Cap | 74.19 | 53.94 |
| Others | 22.5 | 20.3 |
| Mid Cap | 2.1 | 4.87 |
| Small Cap | 1.19 | 0.42 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Financial | 20.95 | 12.79 |
| Others | 12.74 | 17.86 |
| Sovereign | 7.24 | 12.61 |
| Energy | 7.94 | 4.88 |
| Communication | 4.03 | 2.98 |
| Construction | 3.83 | 2.71 |
| Consumer Staples | 12.45 | 3.44 |
| Automobile | 5.97 | 10.24 |
| Healthcare | 6.93 | 2.52 |
| Diversified | 1.93 | - |
| Metals & Mining | 4.85 | 0.4 |
| Technology | 2.51 | 4.16 |
| Materials | 3.27 | 1.78 |
| Capital Goods | 3.49 | 0.8 |
| Consumer Discretionary | 0.97 | 0.71 |
| Services | 0.65 | 0.29 |
| Insurance | 0.23 | 0.12 |
| Chemicals | - | 1.24 |
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