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 | Very High |
| Asset Size (Cr) | ₹1115 Cr | ₹8282 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 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 | 2.13 | 1.76 |
| Manager | Siddharth Chaudhary | Ashutosh Bhargava |
| ISIN Code | INF0QA701680 | INF204K01596 |
| 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 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 | 1.08% | 3.09% |
| 6 Month | 10.46% | 14.02% |
| 1 Year | - | 24.89% |
| 3 Year | - | 12.8% |
| 5 Year | - | 14.21% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.96% | 10.75% |
| 3 Year | 4.96% | 24.88% |
| 5 Year | 4.96% | 43.32% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 5.9% | 13.6% |
| 3 Year | 5.9% | 33.64% |
| 5 Year | 5.9% | 46.21% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | - | 6.21% |
| Sharp | - | 0.87% |
| Beta | - | 0.85% |
| Alpha | - | 2.9% |
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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 | 22.5 | 24.97 |
| Large Cap | 74.19 | 50.08 |
| Small Cap | 1.19 | 2.14 |
| Mid Cap | 2.1 | 10.11 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 12.74 | 11.62 |
| Technology | 2.51 | 5.05 |
| Sovereign | 7.24 | 6.38 |
| Financial | 20.95 | 27.5 |
| Energy | 7.94 | 6.09 |
| Construction | 3.83 | 2.11 |
| Metals & Mining | 4.85 | 2.52 |
| Materials | 3.27 | 0.86 |
| Consumer Staples | 12.45 | 6.86 |
| Healthcare | 6.93 | 1.79 |
| Automobile | 5.97 | 5 |
| Capital Goods | 3.49 | 3.94 |
| Insurance | 0.23 | - |
| Consumer Discretionary | 0.97 | 0.56 |
| Communication | 4.03 | 4.27 |
| Diversified | 1.93 | 0.49 |
| Services | 0.65 | 1.66 |
| Textiles | - | 0.6 |
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