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

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tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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tortoise-icon 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 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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