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
| 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) | ₹1308 Cr | ₹94866 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 | 2.08 | 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 | -0.11% | 1.09% |
| 6 Month | -1.51% | 1.89% |
| 1 Year | - | 17.75% |
| 3 Year | - | 22.12% |
| 5 Year | - | 19.89% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 10.12% |
| 3 Year | - | 22.88% |
| 5 Year | - | 23.82% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | - | 18.18% |
| 3 Year | - | 15.79% |
| 5 Year | - | 14.82% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 9.4% |
| Sharp | - | 1.72% |
| Beta | - | 0.99% |
| Alpha | - | 11.94% |
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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 |
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