BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Nippon India Balanced Advantage Fund compare

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹1278 Cr	₹8282 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	08 Dec 2023	15 Nov 2004
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	%	334%
Expense Ratio	2.09	1.76
Manager	Siddharth Chaudhary	Ashutosh Bhargava
ISIN Code	INF0QA701680	INF204K01596
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	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	2.83%	-0.8%
6 Month	-0.63%	1.98%
1 Year	3.59%	12.89%
3 Year	-	11.83%
5 Year	-	12.32%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	2.25%	-
1 Year	-0.68%	8.2%
3 Year	-	14.52%
5 Year	-	13.96%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	5.39%	14.38%
3 Year	-	11.8%
5 Year	-	12.32%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	-	6.21%
Sharp	-	0.79%
Beta	-	0.86%
Alpha	-	2.82%

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Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name	Siddharth Chaudhary	Ashutosh Bhargava
Total AUM	₹7136 Cr	₹121448 Cr
Funds Managed	8	12
	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	15.51	41.92
Large Cap	81.32	51.08
Small Cap	2.14	7.54
Mid Cap	1.02	11.66

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	15	41.92
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	-
Petroleum Products	-	2.38
IT - Software	-	7.22
Cement & Cement Products	-	1.12
IT - Services	-	0.27
Construction	-	2.1
Consumer Durables	-	2.52
Diversified FMCG	-	3.49
Banks	-	15.43
Automobiles	-	2.54
Aerospace & Defense	-	0.98
Electrical Equipment	-	1.62
Pharmaceuticals & Biotechnology	-	1.85
Ferrous Metals	-	0.52
Realty	-	1.82
Transport Infrastructure	-	2.16
Personal Products	-	1.61
Industrial Products	-	0.4
Telecom - Services	-	4.13
Insurance	-	2.85
Finance	-	1.76
Transport Services	-	0.46
Retailing	-	1.61
Power	-	3.35
Financial Technology (Fintech)	-	1.09
Healthcare Services	-	0.24
Auto Components	-	1.47
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7