Return
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- 6M
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹1,281 Cr
Lock In Period
N/A
Expense Ratio
2.08
Benchmark
Nifty50 Hybrid Composite Debt 50:50 Index
Exit Load
If units are redeemed / switched out within 6 months from the date of allotment:If upto 8% of units allotted are redeemed/switched out - NilAny redemption / switch-out of units in excess of 8% of units allotted - 1% of applicable NAV.If units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.
Summary
Latest details for Bajaj Finserv Balanced Advantage Fund Growth include a ₹10.698 NAV as of Mar 27,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Bajaj Finserv Balanced Advantage Fund Growth AUM is ₹1,281 Cr, with a lock-in of N/A years, expense ratio of 2.08%, and benchmark Nifty50 Hybrid Composite Debt 50:50 Index. Exit load is - If units are redeemed / switched out within 6 months from the date of allotment:If upto 8% of units allotted are redeemed/switched out - NilAny redemption / switch-out of units in excess of 8% of units allotted - 1% of applicable NAV.If units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.. In the growth review for 1M Month/Year, the fund recorded -7.16% returns, against a category average of -1.76% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.16 | -1.76 | 126.76 |
| 6M | -3.43 | 0.83 | 126.76 |
| 1Y | 1.19 | 3.86 | 126.76 |
| 3Y | 0.00 | 11.99 | 126.76 |
Portfolio Analysis
- Equity: 82.14%
- Debt: 17.86%
- Others
As on: 2026-02-28
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About Fund
Bajaj Finserv Balanced Advantage Fund Growth managed by Bajaj Finserv Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,281 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.08. Under the expert guidance of Nimesh Chandan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBajaj Finserv Balanced Advantage Fund Growth | 0 | 1281.43 CR | 2.08 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBajaj Finserv Balanced Advantage Fund Growth | 1.1913 | 0 |
FAQs
Bajaj Finserv Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Bajaj Finserv Balanced Advantage Fund Growth is 2.08. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Bajaj Finserv Balanced Advantage Fund Growth’s fund performance is as follows:
- 1 Month : -7.16%
- 6 Months : -3.43%
- 1 Year : 1.19%
- 3 Years : 0.00%
You can invest in Bajaj Finserv Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Bajaj Finserv Balanced Advantage Fund Growth is ₹1,281 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Bajaj Finserv Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500