BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Edelweiss Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1115 Cr | ₹11715 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 Dec 2023 | 20 Aug 2009 |
| 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 | % | 81% |
| Expense Ratio | 2.13 | 1.7 |
| Manager | Siddharth Chaudhary | Rahul Dedhia |
| ISIN Code | INF0QA701680 | INF754K01285 |
| 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 90 days./365 |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.45% | -3.66% |
| 6 Month | 1.75% | 3.64% |
| 1 Year | - | 19.64% |
| 3 Year | - | 10.38% |
| 5 Year | - | 14.58% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 12.52% |
| 3 Year | - | 15.2% |
| 5 Year | - | 14.98% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | - | 9.63% |
| 3 Year | - | 11.61% |
| 5 Year | - | 11.18% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.27% |
| Sharp | - | 0.8% |
| Beta | - | 0.25% |
| Alpha | - | 3.73% |
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| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Siddharth Chaudhary | Rahul Dedhia |
| Total AUM | ₹7136 Cr | ₹31988 Cr |
| Fund Manage | 8 | 10 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.5 | 21.37 |
| Large Cap | 74.19 | 56.06 |
| Small Cap | 1.19 | 3.01 |
| Mid Cap | 2.1 | 9.03 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 12.74 | 17.38 |
| Technology | 2.51 | 4.66 |
| Sovereign | 7.24 | 2.27 |
| Financial | 20.95 | 24.14 |
| Energy | 7.94 | 9.3 |
| Construction | 3.83 | 3.56 |
| Metals & Mining | 4.85 | 2.56 |
| Materials | 3.27 | 2.32 |
| Consumer Staples | 12.45 | 3.96 |
| Healthcare | 6.93 | 3.69 |
| Automobile | 5.97 | 6.09 |
| Capital Goods | 3.49 | 2.16 |
| Insurance | 0.23 | 0.35 |
| Consumer Discretionary | 0.97 | - |
| Communication | 4.03 | 2.95 |
| Diversified | 1.93 | - |
| Services | 0.65 | 2.94 |
| Textiles | - | 0.32 |
| Chemicals | - | 0.82 |
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