BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

BANDHAN Balanced Advantage Fund Regular Plan Growth

Overview

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	High	Moderately High
Asset Size (Cr)	₹1115 Cr	₹2265 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹1000
Launch Date	07 Dec 2023	05 Oct 2014
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	1.94
Manager	Siddharth Chaudhary	Ritika Behera
ISIN Code	INF0QA701680	INF194KA1UE8
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 1 year./365

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	1.08%	1.53%
6 Month	10.46%	11.93%
1 Year	-	21.27%
3 Year	-	9.75%
5 Year	-	12.4%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	4.96%	8.96%
3 Year	4.96%	19.58%
5 Year	4.96%	33.63%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	5.9%	11.44%
3 Year	5.9%	26.27%
5 Year	5.9%	36.2%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	-	6.89%
Sharp	-	0.48%
Beta	-	0.84%
Alpha	-	-0.51%

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Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
Name	Siddharth Chaudhary	Ritika Behera
Total AUM	₹7136 Cr	₹43013 Cr
Fund Manage	8	19
	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	22.5	-16.01
Large Cap	74.19	62.25
Small Cap	1.19	6.73
Mid Cap	2.1	9.03

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	12.74	-16.88
Technology	2.51	-
Sovereign	7.24	-
Financial	20.95	-
Energy	7.94	-
Construction	3.83	2.72
Metals & Mining	4.85	-
Materials	3.27	-
Consumer Staples	12.45	-
Healthcare	6.93	-
Automobile	5.97	-
Capital Goods	3.49	-
Insurance	0.23	1.18
Consumer Discretionary	0.97	-
Communication	4.03	-
Diversified	1.93	-
Services	0.65	-
Automobiles	-	5.83
Telecom - Services	-	4.16
Petroleum Products	-	4.12
IT - Software	-	7.54
Cement & Cement Products	-	1.18
Ferrous Metals	-	1.22
Finance	-	9.41
Retailing	-	3.56
Diversified FMCG	-	2.62
Non - Ferrous Metals	-	0.55
Banks	-	13.15
Pharmaceuticals & Biotechnology	-	3.1
Auto Components	-	1.38
Industrial Manufacturing	-	0.36
Electrical Equipment	-	2.31
Personal Products	-	2.31
Transport Services	-	0.55
Gas	-	0.58
Beverages	-	1.93
Oil	-	0.56
Entertainment	-	0.4
Aerospace & Defense	-	0.63
Realty	-	1.7
Consumer Durables	-	0.67
Minerals & Mining	-	0.76
Food Products	-	0.39
Fertilizers & Agrochemicals	-	0.4
Chemicals & Petrochemicals	-	0.29
Power	-	1.66
Leisure Services	-	0.36
Healthcare Services	-	0.77
Financial Technology (Fintech)	-	0.53