Bajaj Finserv Balanced Advantage Fund Regular Growth
3Y Annualised
N/A
% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.97%
0.00% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
-63 years -9 months
6 years 4 months
9 years 7 months
Fund info
Fund size
₹1278.31 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
if units are redeemed / switched out within 6 months from the date of allotment if upto 8% of units allotted are redeemed/switched out Nil any redemption / switch-out of units in excess of 8% of units allotted - 1% of applicable NAV. if units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl
4th
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
5th
Parag Parikh Dynamic Asset Allocation Fund Direct Growth
188th
Bajaj Finserv Balanced Advantage Fund Regular Growth
Fund Managers
About Bajaj Finserv Balanced Advantage Fund Regular Growth
Bajaj Finserv Balanced Advantage Fund Regular Growth is a Allocation mutual fund scheme from Bajaj Finserv Asset Management Limited. This fund has been in existence for 1 years, having been launched on 2023-12-15. Bajaj Finserv Balanced Advantage Fund Regular Growth has ₹1278.31 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Bajaj Finserv Balanced Advantage Fund Regular Growth as of Thu Mar 13 2025 is ₹10.327. The fund has an expense ratio of 2.09%, which is medium comparable to most other Allocation funds.
Bajaj Finserv Balanced Advantage Fund Regular Growth returns for the last 1 year are -1.10%. Since launch, it has delivered 2.82% average annual returns.
The Bajaj Finserv Balanced Advantage Fund Regular Growth has the majority of its money invested in Financial Services, Energy, Technology, Consumer Defensive, Industrials, null sectors.
Top 5 Holdings of Bajaj Finserv Balanced Advantage Fund Regular Growth.
- HDFC Bank Ltd: 9.53%
- Reliance Industries Ltd: 6.85%
- Infosys Ltd: 5.13%
- ICICI Bank Ltd: 3.85%
- ITC Ltd: 3.37%
AMC Information
| Name | Bajaj Finserv Asset Management Limited |
|---|---|
| Founding Date | 2023-12-15 |
| Phone | +91 2071576064 |
| Website | www.bajajamc.com |
| Address | India |
Tax Implications of Bajaj Finserv Balanced Advantage Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Bajaj Finserv Asset Management Limited
Money MarketLiquid
3Y CAGR
0%
expense ratio
0.11%
fund size
₹4234.72 Cr
Money MarketLiquid
3Y CAGR
0%
expense ratio
0.28%
fund size
₹4234.72 Cr
Money MarketOvernight
3Y CAGR
0%
expense ratio
0.12%
fund size
₹342.28 Cr
Money MarketOvernight
3Y CAGR
0%
expense ratio
0.07%
fund size
₹342.28 Cr
Fixed IncomeMoney Market
3Y CAGR
0%
expense ratio
0.76%
fund size
₹2992.30 Cr
FAQs
What is the current NAV of Bajaj Finserv Balanced Advantage Fund Regular Growth?
What are the average returns of Bajaj Finserv Balanced Advantage Fund Regular Growth?
How do I invest in Bajaj Finserv Balanced Advantage Fund Regular Growth?
What is the expense ratio of Bajaj Finserv Balanced Advantage Fund Regular Growth?
What are net assets under management (AUM) of Bajaj Finserv Balanced Advantage Fund Regular Growth?
What is the PE and PB ratio of Bajaj Finserv Balanced Advantage Fund Regular Growth?
What are the top 5 holdings of Bajaj Finserv Balanced Advantage Fund Regular Growth?
What are the top 3 sectors that Bajaj Finserv Balanced Advantage Fund Regular Growth has invested in?
Who is the manager of Bajaj Finserv Balanced Advantage Fund Regular Growth?
What is the exit load of Bajaj Finserv Balanced Advantage Fund Regular Growth?
How to Redeem Bajaj Finserv Balanced Advantage Fund Regular Growth?
Can I invest in SIP and a Lump Sum of Bajaj Finserv Balanced Advantage Fund Regular Growth?
