Compare Mutual Funds
Bajaj Finserv Balanced Advantage Fund
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Risk
Very High
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Rating
-
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Min SIP Amount
₹500
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Expense Ratio
2.61
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NAV
₹12.13
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Fund Started
24 Nov 2023
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Fund Size
₹1276.19 Cr
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Exit Load
Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 3 months.
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1 Year
3.14%
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3 Year
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5 Year
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Equity
82.22%
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Cash
15.55%
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Top 10 Holdings
ICICI Bank Ltd. | 6.05% |
Bharti Airtel Ltd. | 5.43% |
HDFC Bank Ltd. | 5.27% |
Reliance Industries Ltd. | 4.31% |
Bajaj Finance Ltd. | 3.87% |
Bajaj Auto Ltd. | 3.39% |
Divi's Laboratories Ltd. | 3.28% |
Hindustan Unilever Ltd. | 2.83% |
Shriram Finance Ltd | 2.51% |
State Bank of India | 2.45% |
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Name
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Start Date
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Description
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.
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Launch Date
24 Nov 2023
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