BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Nippon India Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹1308 Cr | ₹8282 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Dec 2023 | 15 Nov 2004 |
| 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 Index |
| Turn Over | % | 334% |
| Expense Ratio | 2.08 | 1.76 |
| Manager | Siddharth Chaudhary | Ashutosh Bhargava |
| ISIN Code | INF0QA701680 | INF204K01596 |
| 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 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | -1.71% | -0.8% |
| 6 Month | -5.08% | 1.98% |
| 1 Year | 4.96% | 12.89% |
| 3 Year | - | 11.83% |
| 5 Year | - | 12.32% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2% | 8.2% |
| 3 Year | - | 14.52% |
| 5 Year | - | 13.96% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | - | 14.38% |
| 3 Year | - | 11.8% |
| 5 Year | - | 12.32% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | - | 6.21% |
| Sharp | - | 0.79% |
| Beta | - | 0.86% |
| Alpha | - | 2.82% |
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| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Name | Siddharth Chaudhary | Ashutosh Bhargava |
| Total AUM | ₹7136 Cr | ₹121448 Cr |
| Fund Manage | 8 | 12 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 21.89 | 41.92 |
| Large Cap | 70.85 | 51.08 |
| Mid Cap | 5.89 | 11.66 |
| Small Cap | 1.37 | 7.54 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 21.89 | 41.92 |
| Petroleum Products | 8.34 | 2.38 |
| IT - Software | 10.01 | 7.22 |
| Personal Products | 1.4 | 1.61 |
| Construction | 2.59 | 2.1 |
| Ferrous Metals | 2.32 | 0.52 |
| Consumer Durables | 1.21 | 2.52 |
| Diversified FMCG | 4.75 | 3.49 |
| Non - Ferrous Metals | 1.24 | - |
| Banks | 17.18 | 15.43 |
| Pharmaceuticals & Biotechnology | 8.41 | 1.85 |
| Cement & Cement Products | 2.61 | 1.12 |
| Automobiles | 4.81 | 2.54 |
| Electrical Equipment | 0.22 | 1.62 |
| Insurance | 0.9 | 2.85 |
| Agricultural Food & other Products | 1.9 | - |
| Oil | 0.31 | - |
| Food Products | 2.05 | 0.52 |
| Power | 1.21 | 3.35 |
| Finance | 1.78 | 1.76 |
| Telecom - Services | 2.21 | 4.13 |
| Healthcare Services | 0.31 | 0.24 |
| Beverages | 1.38 | 1.42 |
| Retailing | 0.97 | 1.61 |
| IT - Services | - | 0.27 |
| Aerospace & Defense | - | 0.98 |
| Realty | - | 1.82 |
| Transport Infrastructure | - | 2.16 |
| Industrial Products | - | 0.4 |
| Transport Services | - | 0.46 |
| Financial Technology (Fintech) | - | 1.09 |
| Auto Components | - | 1.47 |
| Diversified | - | 0.55 |
| Other Utilities | - | 0.36 |
| Textiles & Apparels | - | 0.74 |
| Leisure Services | - | 1.7 |
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