- Mutual Funds
- Bajaj Finserv Mutual Fund
- Bajaj Finserv Balanced Advantage Fund (Growth)
Bajaj Finserv Balanced Advantage Fund (Growth)
₹ 10.619
NAV (May 17)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.619
NAV (May 17)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.2% |
6 Month CAGR | NA |
Scheme Information
The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt,money market instruments and derivatives.
Expense Ratio | 2.17 |
Launched (1y ago) | Dec 15, 2023 |
AUM in Crores | 1080.889 |
ISIN | INF0QA701680 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 Hybrid Composite Debt 50:50 |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.06 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bajaj Finserv Balanced Advantage Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
net receivables / (payables)
13.7%clearing corporation of india ltd
6.9%hdfc bank ltd
6.3%reliance industries ltd
5.8%icici bank ltd
5.5%Allocation by Sector
financial services
18.7%consumer defensive
10.3%basic materials
9.5%energy
8.7%consumer cyclical
8.1%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 11,135 cr | ||
₹ 34,733 cr | ||
₹ 9,107 cr | ||
₹ 3,402 cr | ||
₹ 3,140 cr |
About the AMC
Bajaj Finserv Asset Management
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 6.2% | ||
- | 7.4% | ||
- | 26.4% | ||
- | 4.6% | ||
- | 6.3% |
Bajaj Finserv Balanced Advantage Fund (G) Review
Bajaj Finserv Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 6.2% over a period of 0 years. The fund is managed by Bajaj Finserv Asset Management Limited. The fund managers are Nimesh Chandan, Siddharth Chaudhary, Sorbh Gupta.
Nav of Bajaj Finserv Balanced Advantage Fund (G) as of 5/17/2024 is ₹10.62 with the total AUM as of 5/21/2024 is ₹1080.889. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bajaj Finserv Balanced Advantage Fund (G) was launched on Dec 15, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bajaj Finserv Balanced Advantage Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Bajaj Finserv Balanced Advantage Fund (G)?
How to invest in Bajaj Finserv Balanced Advantage Fund (G)?
You can invest in Bajaj Finserv Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bajaj Finserv Balanced Advantage Fund (G)?
The minimum sip amount for Bajaj Finserv Balanced Advantage Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Bajaj Finserv Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, Bajaj Finserv Balanced Advantage Fund (G) is a Not Reviewed Yet fund. You can investBajaj Finserv Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bajaj Finserv Balanced Advantage Fund (G)?
The expense ratio of the Bajaj Finserv Balanced Advantage Fund (G) is 2.17% for regular plan.