- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs HDFC Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
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 | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | 2.93% | 2.74% |
| 6 Month | -2.8% | -1.23% |
| 1 Year | 4.61% | 10.13% |
| 3 Year | - | 19.04% |
| 5 Year | - | 26.03% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.55% | 1.43% |
| 1 Year | -1.24% | 0.97% |
| 3 Year | - | 18.2% |
| 5 Year | - | 20.78% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 5.39% | 18.17% |
| 3 Year | - | 15.89% |
| 5 Year | - | 14.91% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 9.701% |
| Sharp | - | 1.207% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 8 | 12 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 15.51 | 45.54 |
| Large Cap | 81.32 | 52.58 |
| Small Cap | 2.14 | 6.1 |
| Mid Cap | 1.02 | 6.45 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 15 | 43.92 |
| Energy | 7.2 | 7.4 |
| Technology | 12.57 | 5.37 |
| Consumer Defensive | 10.31 | 2.65 |
| Industrials | 5.44 | 8.87 |
| Basic Materials | 6.39 | 2 |
| Financial Services | 21.41 | 22.36 |
| Healthcare | 10.13 | 4.17 |
| Consumer Cyclical | 6.55 | 5.5 |
| Communication Services | 3.46 | 2.71 |
| Utilities | 1.53 | 4.3 |
| Real Estate | - | 1.44 |
Top Comparisons
SBI Liquid Fund - Regular Plan -Growth
3Y Returns6.72%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.78%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.78%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.95%
ITI Mid Cap Fund Regular - Growth
3Y Returns21.88%
HSBC Midcap Fund - Regular Growth
3Y Returns19.39%
Nippon India Passive Flexicap FoF - Regular Plan - Growth Option
3Y Returns13.39%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns0%
