Bajaj Finserv Balanced Advantage Fund Regular Growth
NAV (Wed Jan 01 2025)
₹11
Returns (Since Inception)
0.00%
Category Average
12.08%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Financial Services
12.73%
Energy
5.28%
Technology
9.86%
Consumer Defensive
5.16%
Unknown
2.67%
Industrials
2.65%
Communication Services
2.21%
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Overall rating
Scheme Information
Fund name
Bajaj Finserv Balanced Advantage Fund Regular Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹1315.22 Cr
ISIN
INF0QA701680
Inception Date
Dec 15 2023
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Benchmark
Expense Ratio
2.090%
Exit Load
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
Very High Risk
Investment Objective
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.
Fund Managers
N.A.About the AMC
Bajaj Finserv Asset Management Limited
Phone Number
+91 2071576064Corporate Office Address
IndiaOverall AUM
₹1315.22 Cr
Website
www.bajajamc.comPopular Allocation funds
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