Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | 3.88 | N/A | N/A | N/A |
The Current NAV of Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan is ₹11.77.
It is better to invest in a fund with a longer track record as Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.56%
The process for redemption is
The AUM of Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan is currently ₹1,130 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Divis Lab and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 36% of fund’s portfolio respectively.
Top three sectors of Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan fund are BFSI, Miscellaneous and Healthcare accounting for 47% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.
Nimesh Chandan and Sorbh Gupta manage the Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan Fund.
Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 30.42 and PB ratio is 6.10
The asset allocation of Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan is Stocks : 77.65%, Debt : 15.46% and Gold : 6.88%
The minimum SIP amount for Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Bajaj Finserv Balanced Advantage Fund - Growth - Direct Plan is Nil upto 8% of units and 1% for remaining units on or before 6 months, Nil after 6 months
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