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Bajaj Finserv Balanced Advantage Fund

Growth

HybridBalanced Advantage Fund

Mid-size FundAssets Under Mgmt: ₹ 1,307 Cr

Very High RiskPrinciple investment will be at very high risk

11.340.14% (-0.02)

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HybridBalanced Advantage Fund

Mid-size FundAssets Under Mgmt: ₹ 1,307 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.55	38.91	1.03

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.32	40.58	1.62

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	1.00% Nil upto 8% of units and 1% for remaining units on or before 6M Nil after 6M

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 500 Initial: ₹ 500 Incremental: ₹ 100

BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index

About Balanced Advantage Fund

Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation

Peers & Comparison

Comparing 3 mutual funds from
HybridBalanced Advantage Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Bajaj Finserv Balanced Advantage Fund	—	—	—
HDFC Balanced Advantage Fund	24.12%	23.97%	15.95%
ICICI Pru Balanced Advantage Fund	17.21%	13.92%	13.47%
SBI Balanced Advantage Fund	18.98%	15.02%	14.06%

Price Comparison

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Bajaj Finserv Balanced Advantage Fund

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AMC Profile

Bajaj Finserv Asset Management Limited, a wholly owned subsidiary of Bajaj Finserv Limited, is backed by one of India’s most respected and oldest brands, it offers a host of innovative products and solutions to every Indian. With a future-focused and differentiated investment strategy, its ambition is to help every Indian achieve his/her financial goals.

No.of Schemes
11
Total AUM
₹ 17,771.85 Cr.

Fund Manager Profile

Nimesh Chandan

AUM: ₹16,509.51 Cr.

Exp: 22yrs

Sorbh Gupta

AUM: ₹8,955.62 Cr.

Exp: 11yrs

Siddharth Chaudhary

AUM: ₹17,554.75 Cr.

Exp: —

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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