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 | 5.11% | 4.83% |
6 Month | -7.93% | -5.19% |
1 Year | 1.85% | 8.6% |
3 Year | - | 19.83% |
5 Year | - | 27% |
SIP Return Analysis
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
6 Month | -1.71% | -1.26% |
1 Year | -5.15% | -2.02% |
3 Year | - | 17.92% |
5 Year | - | 20.87% |
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 | - | - |
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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 |
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