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 Mar
Top holdings
Net Receivables / (Payables)
9.6%
Clearing Corporation Of India Ltd
7.8%
7.18% Govt Stock 2033
6.9%
Reliance Industries Ltd
5.6%
HDFC Bank Ltd
5.2%
ICICI Bank Ltd
4.2%
Bharti Airtel Ltd
3.0%
ITC Ltd
2.9%
State Bank of India
2.8%
Nestle India Ltd
2.7%
Top industry exposure
Financial Services
17.8%
Consumer Defensive
11.6%
Consumer Cyclical
9.0%
Energy
9.0%
Healthcare
7.1%
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.