BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs HDFC Balanced Advantage Fund compare

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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HDFC Balanced Advantage Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Fund	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	High Risk	Very High Risk
Asset Size (Cr)	₹1278 Cr	₹94251 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	08 Dec 2023	11 Sep 2000
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	%	21.38%
Expense Ratio	2.09	1.35
Manager	Siddharth Chaudhary	Anil Bamboli
ISIN Code	INF0QA701680	INF179K01830
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	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
1 Month	-1.46%	-2.13%
6 Month	-7.47%	-6.1%
1 Year	1.2%	6.23%
3 Year	-	19.44%
5 Year	-	19.02%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	-7.05%	-2.88%
3 Year	-	17.55%
5 Year	-	20.93%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
1 Year	6.97%	18.17%
3 Year	-	15.89%
5 Year	-	14.91%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	-	9.475%
Sharp	-	1.292%
Beta	-	-
Alpha	-	-

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Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Name	Siddharth Chaudhary	Anil Bamboli
Total AUM	₹7136 Cr	₹135442 Cr
Fund Manage	8	12
	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Others	21.89	46.37
Large Cap	70.85	54.24
Mid Cap	5.89	6.84
Small Cap	1.37	7.04

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	HDFC Balanced Advantage Fund - Growth Plan
Others	21.89	46.37
Petroleum Products	8.34	4.95
IT - Software	10.01	4.29
Personal Products	1.4	0.01
Construction	2.59	4.24
Ferrous Metals	2.32	0.49
Consumer Durables	1.21	0.31
Diversified FMCG	4.75	2.77
Non - Ferrous Metals	1.24	0.12
Banks	17.18	18.34
Pharmaceuticals & Biotechnology	8.41	4.04
Cement & Cement Products	2.61	0.19
Automobiles	4.81	3.27
Electrical Equipment	0.22	0.68
Insurance	0.9	0.84
Agricultural Food & other Products	1.9	0.04
Oil	0.31	0.26
Food Products	2.05	0.08
Power	1.21	4.23
Finance	1.78	4.25
Telecom - Services	2.21	2.55
Healthcare Services	0.31	0.23
Beverages	1.38	-
Retailing	0.97	0.03
Industrial Manufacturing	-	1.49
Transport Services	-	0.53
Realty	-	1.36
Agricultural, Commercial & Construction Vehicles	-	0.65
Leisure Services	-	0.06
Aerospace & Defense	-	1.44
Gas	-	0.78
Diversified Metals	-	0.02
Entertainment	-	0.11
Industrial Products	-	0.34
Auto Components	-	0.88
Chemicals & Petrochemicals	-	0.37
Capital Markets	-	0.1
Metals & Minerals Trading	-	0.1
Transport Infrastructure	-	0.87
Consumable Fuels	-	2.66
Financial Technology (Fintech)	-	0.05
Minerals & Mining	-	0.01
Fertilizers & Agrochemicals	-	0.09