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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) | ₹1347 Cr | ₹69868 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 | -1.52% | 0.29% |
| 6 Month | 3.16% | 5.13% |
| 1 Year | 5.5% | 10.22% |
| 3 Year | - | 13.34% |
| 5 Year | - | 12.8% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 2.77% | 3.28% |
| 1 Year | 12.66% | 15.22% |
| 3 Year | - | 13.35% |
| 5 Year | - | 12.82% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 2.84% | 10.84% |
| 3 Year | - | 11.95% |
| 5 Year | - | 12.6% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 4.42% |
| Sharp | - | 1.3% |
| Beta | - | 0.8% |
| Alpha | - | 3.18% |
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 | 18.57 | 33.04 |
| Large Cap | 69.18 | 59.56 |
| Small Cap | 1.94 | 1.4 |
| Mid Cap | 10.31 | 5.99 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 14.24 | 27.58 |
| Energy | 5.48 | 4.29 |
| Technology | 8.19 | 8.15 |
| Industrials | 8.07 | 6.61 |
| Basic Materials | 6.54 | 4.19 |
| Consumer Defensive | 5.6 | 4.46 |
| Financial Services | 25.97 | 18.56 |
| Healthcare | 13.29 | 2.41 |
| Consumer Cyclical | 6.55 | 15.09 |
| Real Estate | 2.79 | 4.55 |
| Communication Services | 3.27 | 2.62 |
| Utilities | - | 1.49 |
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