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 May
Top holdings
Net Receivables / (Payables)
15.0%
HDFC Bank Ltd
8.9%
Nifty July 2025 Future
6.4%
Reliance Industries Ltd
6.0%
ICICI Bank Ltd
4.2%
State Bank of India
3.8%
Infosys Ltd
3.4%
Axis Bank Ltd
2.7%
Larsen & Toubro Ltd
2.7%
UltraTech Cement Ltd
2.1%
Top industry exposure
Financial Services
33.8%
Consumer Defensive
7.6%
Industrials
7.3%
Energy
6.4%
Technology
6.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
87%
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.