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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) | ₹1278 Cr | ₹65711 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 | 2.76% | 2.8% |
| 6 Month | 10.28% | 11.79% |
| 1 Year | -0.76% | 6.7% |
| 3 Year | - | 13.49% |
| 5 Year | - | 14.57% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 2.07% | 3.85% |
| 1 Year | 7.19% | 13.59% |
| 3 Year | - | 13.54% |
| 5 Year | - | 12.97% |
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 | - | 1.19% |
| Beta | - | 0.1% |
| Alpha | - | 6.05% |
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 | 17.17 | 35.44 |
| Large Cap | 72.16 | 58.07 |
| Small Cap | 3.82 | 1.29 |
| Mid Cap | 6.85 | 5.2 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 13.32 | 29.88 |
| Energy | 2.42 | 4.02 |
| Technology | 8 | 6.61 |
| Consumer Cyclical | 11.19 | 13.24 |
| Industrials | 7.36 | 6.13 |
| Basic Materials | 6.5 | 4.44 |
| Consumer Defensive | 9.04 | 4.95 |
| Financial Services | 28.23 | 18.53 |
| Healthcare | 8.41 | 2.75 |
| Communication Services | 1.92 | 3.24 |
| Utilities | 1.42 | 1.68 |
| Real Estate | 2.19 | 4.54 |
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