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

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tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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 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) ₹1278 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 2.09 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

Trailing Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month 5.11% -0.8%
6 Month -7.93% 1.98%
1 Year 1.85% 12.89%
3 Year - 11.83%
5 Year - 12.32%

SIP Return Analysis

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month -1.71% -
1 Year -5.15% 8.2%
3 Year - 14.52%
5 Year - 13.96%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 5.39% 14.38%
3 Year - 11.8%
5 Year - 12.32%

Risk Management

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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Fund Managers

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
Funds Managed 8 12
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 15.51 41.92
Large Cap 81.32 51.08
Small Cap 2.14 7.54
Mid Cap 1.02 11.66

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 15 41.92
Energy 7.2 -
Technology 12.57 -
Consumer Defensive 10.31 -
Industrials 5.44 -
Basic Materials 6.39 -
Financial Services 21.41 -
Healthcare 10.13 -
Consumer Cyclical 6.55 -
Communication Services 3.46 -
Utilities 1.53 -
Petroleum Products - 2.38
IT - Software - 7.22
Cement & Cement Products - 1.12
IT - Services - 0.27
Construction - 2.1
Consumer Durables - 2.52
Diversified FMCG - 3.49
Banks - 15.43
Automobiles - 2.54
Aerospace & Defense - 0.98
Electrical Equipment - 1.62
Pharmaceuticals & Biotechnology - 1.85
Ferrous Metals - 0.52
Realty - 1.82
Transport Infrastructure - 2.16
Personal Products - 1.61
Industrial Products - 0.4
Telecom - Services - 4.13
Insurance - 2.85
Finance - 1.76
Transport Services - 0.46
Retailing - 1.61
Power - 3.35
Financial Technology (Fintech) - 1.09
Healthcare Services - 0.24
Auto Components - 1.47
Diversified - 0.55
Other Utilities - 0.36
Beverages - 1.42
Textiles & Apparels - 0.74
Food Products - 0.52
Leisure Services - 1.7

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