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

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
Fund	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	High Risk	Very High Risk
Asset Size (Cr)	₹1278 Cr	₹2652 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	08 Dec 2023	01 Aug 2017
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	%	24%
Expense Ratio	2.09	2
Manager	Siddharth Chaudhary	Hardik Shah
ISIN Code	INF0QA701680	INF846K01A52
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	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.46%	-1.26%
6 Month	-7.47%	-2.24%
1 Year	1.2%	10.4%
3 Year	-	11.77%
5 Year	-	10.95%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-7.05%	2.68%
3 Year	-	13.84%
5 Year	-	12.75%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	6.97%	8.22%
3 Year	-	9.95%
5 Year	-	8.8%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	-	7.81%
Sharp	-	0.721%
Beta	-	-
Alpha	-	-

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Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
Name	Siddharth Chaudhary	Hardik Shah
Total AUM	₹7136 Cr	₹0 Cr
Fund Manage	8	12
	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	21.89	18.35
Large Cap	70.85	53.62
Mid Cap	5.89	8.15
Small Cap	1.37	6.52

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	21.89	18.35
Petroleum Products	8.34	4.54
IT - Software	10.01	6.38
Personal Products	1.4	0.77
Construction	2.59	2.97
Ferrous Metals	2.32	0.19
Consumer Durables	1.21	0.22
Diversified FMCG	4.75	0.66
Non - Ferrous Metals	1.24	0.77
Banks	17.18	14.48
Pharmaceuticals & Biotechnology	8.41	4.91
Cement & Cement Products	2.61	1.08
Automobiles	4.81	5.31
Electrical Equipment	0.22	0.79
Insurance	0.9	2.9
Agricultural Food & other Products	1.9	0.64
Oil	0.31	0.54
Food Products	2.05	0.04
Power	1.21	2.35
Finance	1.78	4.42
Telecom - Services	2.21	2.46
Healthcare Services	0.31	1.63
Beverages	1.38	0.53
Retailing	0.97	0.65
Capital Markets	-	0.02
Aerospace & Defense	-	0.99
Auto Components	-	0.45
Gas	-	0.14
IT - Services	-	0.08
Diversified Metals	-	0.46
Industrial Products	-	0.71
Chemicals & Petrochemicals	-	1.32
Household Products	-	0.73
Consumable Fuels	-	0.87
Fertilizers & Agrochemicals	-	0.8
Industrial Manufacturing	-	1.45
Transport Services	-	0.03
Leisure Services	-	0.56
Realty	-	0.45