Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Bajaj Finserv Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Net Receivables / (Payables)
10.0%
HDFC Bank Ltd
6.7%
Clearing Corporation Of India Ltd
6.2%
Reliance Industries Ltd
5.4%
Tata Consultancy Services Ltd
4.8%
Infosys Ltd
4.2%
7.18% Govt Stock 2033
4.0%
Nifty September 2024 Future
4.0%
ICICI Bank Ltd
3.7%
Hindustan Unilever Ltd
3.5%
Top industry exposure
Financial Services
16.1%
Consumer Defensive
13.3%
Technology
9.7%
Consumer Cyclical
7.4%
Basic Materials
7.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 180 days
Fund 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.