BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Edelweiss Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Invest NowEdelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowChart 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) | ₹1308 Cr | ₹12306 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 08 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 | 2.08 | 1.69 |
Manager | Siddharth Chaudhary | Rahul Dedhia |
ISIN Code | INF0QA701680 | INF754K01285 |
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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.11% | 1.07% |
6 Month | -1.51% | 1.59% |
1 Year | - | 14.01% |
3 Year | - | 11.43% |
5 Year | - | 14.81% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | - | 7.7% |
3 Year | - | 14.3% |
5 Year | - | 14.39% |
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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Get Free Experts GuidanceScheme 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 | 21.89 | 21.37 |
Large Cap | 70.85 | 56.06 |
Mid Cap | 5.89 | 9.03 |
Small Cap | 1.37 | 3.01 |
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 21.89 | 17.38 |
Petroleum Products | 8.34 | - |
IT - Software | 10.01 | - |
Personal Products | 1.4 | - |
Construction | 2.59 | 3.56 |
Ferrous Metals | 2.32 | - |
Consumer Durables | 1.21 | - |
Diversified FMCG | 4.75 | - |
Non - Ferrous Metals | 1.24 | - |
Banks | 17.18 | - |
Pharmaceuticals & Biotechnology | 8.41 | - |
Cement & Cement Products | 2.61 | - |
Automobiles | 4.81 | - |
Electrical Equipment | 0.22 | - |
Insurance | 0.9 | 0.35 |
Agricultural Food & other Products | 1.9 | - |
Oil | 0.31 | - |
Food Products | 2.05 | - |
Power | 1.21 | - |
Finance | 1.78 | - |
Telecom - Services | 2.21 | - |
Healthcare Services | 0.31 | - |
Beverages | 1.38 | - |
Retailing | 0.97 | - |
Energy | - | 9.3 |
Automobile | - | 6.09 |
Textiles | - | 0.32 |
Healthcare | - | 3.69 |
Financial | - | 24.14 |
Technology | - | 4.66 |
Metals & Mining | - | 2.56 |
Capital Goods | - | 2.16 |
Materials | - | 2.32 |
Services | - | 2.94 |
Sovereign | - | 2.27 |
Consumer Staples | - | 3.96 |
Chemicals | - | 0.82 |
Communication | - | 2.95 |
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