BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs ICICI Prudential Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Invest NowICICI Prudential Balanced Advantage Fund - Growth
Invest NowChart Comparison
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | High |
Asset Size (Cr) | ₹1115 Cr | ₹58543 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 07 Dec 2023 | 01 Dec 2006 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
Turn Over | % | 16% |
Expense Ratio | 2.13 | 1.47 |
Manager | Siddharth Chaudhary | Sharmila D'mello |
ISIN Code | INF0QA701680 | INF109K01BH2 |
Exits Load | Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
1 Month | 1.08% | 2.19% |
6 Month | 10.46% | 11.67% |
1 Year | - | 21.74% |
3 Year | - | 13.66% |
5 Year | - | 15.13% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
6 Month | - | 5.69% |
1 Year | 4.96% | 11.33% |
3 Year | 4.96% | 28.39% |
5 Year | 4.96% | 48.8% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
1 Year | 5.9% | 14.04% |
3 Year | 5.9% | 34.6% |
5 Year | 5.9% | 46.27% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
Standard Deviation | - | 4.42% |
Sharp | - | 1.36% |
Beta | - | 0.61% |
Alpha | - | 4.51% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
Name | Siddharth Chaudhary | Sharmila D'mello |
Total AUM | ₹7136 Cr | ₹354743 Cr |
Fund Manage | 8 | 35 |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | ICICI Prudential Balanced Advantage Fund - Growth |
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
Others | 22.5 | 20.3 |
Large Cap | 74.19 | 53.94 |
Small Cap | 1.19 | 0.42 |
Mid Cap | 2.1 | 4.87 |
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
Others | 12.74 | 17.86 |
Technology | 2.51 | 4.16 |
Sovereign | 7.24 | 12.61 |
Financial | 20.95 | 12.79 |
Energy | 7.94 | 4.88 |
Construction | 3.83 | 2.71 |
Metals & Mining | 4.85 | 0.4 |
Materials | 3.27 | 1.78 |
Consumer Staples | 12.45 | 3.44 |
Healthcare | 6.93 | 2.52 |
Automobile | 5.97 | 10.24 |
Capital Goods | 3.49 | 0.8 |
Insurance | 0.23 | 0.12 |
Consumer Discretionary | 0.97 | 0.71 |
Communication | 4.03 | 2.98 |
Diversified | 1.93 | - |
Services | 0.65 | 0.29 |
Chemicals | - | 1.24 |
Top Comparisons
Invesco India Infrastructure Fund - Growth Option
3Y Returns33.31%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns36.02%
Tata Small Cap Fund-Regular Plan-Growth
3Y Returns28.4%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns23.72%
Nippon India Liquid Fund -Growth Plan
3Y Returns5.98%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns6.04%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
DSP Top 100 Equity Fund - Regular Plan - Growth
3Y Returns15.94%