BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Axis Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹1115 Cr | ₹2323 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 Dec 2023 | 07 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 | 2.13 | 2.03 |
| Manager | Siddharth Chaudhary | Hardik Shah |
| ISIN Code | INF0QA701680 | INF846K01A52 |
| Exits Load | Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./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 | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.78% | -2.49% |
| 6 Month | 1.4% | 8.47% |
| 1 Year | - | 24.95% |
| 3 Year | - | 11.13% |
| 5 Year | - | 12.11% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 20.18% |
| 3 Year | - | 18.08% |
| 5 Year | - | 15.14% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 7.63% |
| 3 Year | - | 9.65% |
| 5 Year | - | 8.02% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.39% |
| Sharp | - | 0.89% |
| Beta | - | 0.98% |
| Alpha | - | 2.31% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 22.5 | 35.88 |
| Large Cap | 74.19 | 51.36 |
| Small Cap | 1.19 | 5.34 |
| Mid Cap | 2.1 | 7.43 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.74 | 9.94 |
| Technology | 2.51 | 4.95 |
| Sovereign | 7.24 | 11.61 |
| Financial | 20.95 | 28.95 |
| Energy | 7.94 | 7.6 |
| Construction | 3.83 | 3.68 |
| Metals & Mining | 4.85 | 1.01 |
| Materials | 3.27 | 1.96 |
| Consumer Staples | 12.45 | 3.53 |
| Healthcare | 6.93 | 5.51 |
| Automobile | 5.97 | 6.85 |
| Capital Goods | 3.49 | 4.12 |
| Insurance | 0.23 | 2.43 |
| Consumer Discretionary | 0.97 | - |
| Communication | 4.03 | 4.05 |
| Diversified | 1.93 | - |
| Services | 0.65 | 1.28 |
| Chemicals | - | 2.54 |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
3Y Returns15.28%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.26%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.25%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns15.46%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns10.17%
ICICI Prudential MidCap Fund - Growth
3Y Returns17.93%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns22.23%