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) | ₹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 | 1.08% | 1.64% |
6 Month | 10.46% | 12.89% |
1 Year | - | 27.65% |
3 Year | - | 13.4% |
5 Year | - | 16.98% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 4.96% | 11.59% |
3 Year | 4.96% | 26.05% |
5 Year | 4.96% | 48.37% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.9% | 15.85% |
3 Year | 5.9% | 37.08% |
5 Year | 5.9% | 51.45% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 7.27% |
Sharp | - | 0.93% |
Beta | - | 0.95% |
Alpha | - | 2.64% |
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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 | 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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