Bajaj Finserv Balanced Advantage Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Bajaj Finserv Balanced Advantage Growth Direct Plan

NAV
₹10.8290
-0.38%
(29 May)
AUM
1,081 Cr
TER
0.55%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+42.7%
+29.5%
+28.1%
+26.6%
+26.1%
NA
3Y
+24.6%
+13.9%
+15.8%
+14.7%
+16.0%
NA
5Y
+19.1%
+14.2%
+17.1%
+16.1%
+10.8%
NA
ALL
+16.6%
+18.4%
+16.9%
+13.4%
+9.7%
+8.7%
VOL
13.9%
-
10.8%
8.8%
8.4%
8.1%
TER
0.7%
-
0.7%
0.5%
1.4%
0.6%
AUM
₹83,549 Cr
-
₹3,805 Cr
₹11,136 Cr
₹126 Cr
₹1,081 Cr
INFO
1.19
-
1.57
1.52
1.15
1.08
Past performance
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 30th Apr
Top holdings
Net Receivables / (Payables)
13.7%
Clearing Corporation Of India Ltd
6.9%
HDFC Bank Ltd
6.3%
Reliance Industries Ltd
5.8%
ICICI Bank Ltd
5.5%
Nifty 50 Index May 2024 Future
4.7%
7.18% Govt Stock 2033
4.2%
State Bank of India
4.0%
Bharti Airtel Ltd
4.0%
Larsen & Toubro Ltd
3.9%
Top industry exposure
Financial Services
18.7%
Consumer Defensive
10.3%
Basic Materials
9.5%
Energy
8.7%
Consumer Cyclical
8.1%
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.
Fund manager(s)
Nimesh Chandan
Siddharth Chaudhary
Sorbh Gupta

FAQs