BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH is a fund scheme from Bajaj Finserv mutual fund. It falls under a Dynamic Asset Allocation category. After being launched on 07-12-2023. BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH has achieved Rs 1115.06 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 500 to start the investment. The expense ratio of this fund is 2.13%.

• Investing Strategy:

  The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives. However, there is no assurance that the investment objective of the Scheme will be achieved.

• Performance:

  BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH trailing returns over different times are 0% (1 year), 0% (3 year), 0% (5 year). The average annual return of this fund stands at 0%

• Fund Manager & Portfolio Allocation:

  Nimesh Chandan, Siddharth Chaudhary, Sorbh Gupta are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial, Consumer Staples, Energy, Healthcare, Automobile, Sovereign, Others, Financial, Others Sectors. First five holdings of this fund are HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Bharti Airtel Ltd., State Bank of India, 7.18% GOI 14/08/2033, Others, 7.57% Indian Railway Finance Corporation Ltd. 18/04/2029, 7.7% Maharashtra State 15/11/2034, 7.1% GOI 08/04/2034, Others Companies.