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Bajaj Finserv Balanced Advantage Fund Growth Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

Bajaj Finserv Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹1,239 Cr

Lock In Period

N/A

Expense Ratio

2.73

Exit Load

If units are redeemed / switched out within 3 months from the date of allotment:if up to 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 3 months from the date of allotment, no exit load is payable.

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Bajaj Finserv Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.050.70126.76
6M-0.082.01126.76
1Y0.774.59126.76
3Y0.0013.87126.76

Portfolio Analysis

  • Equity: 88.65%
  • Debt: 11.35%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Limited7.15%
2. ICICI Bank Limited5.26%
3. Axis Bank Limited2.68%
4. The Federal Bank Limited1.16%
5. RBL Bank Limited0.59%
6. Yes Bank Limited0.29%
7. Kotak Mahindra Bank Limited0.25%

1. Divi's Laboratories Limited2.93%
2. Sun Pharmaceutical Industries Limited1.71%
3. Rubicon Research Limited1.17%
4. GlaxoSmithKline Pharmaceuticals Limited1.00%
5. Aurobindo Pharma Limited0.72%
6. Torrent Pharmaceuticals Limited0.29%

1. Reliance Industries Limited4.47%
2. Bharat Petroleum Corporation Limited0.51%

1. Bharti Airtel Limited4.87%

1. Tata Steel Limited2.61%
2. JSW Steel Limited0.89%
3. Steel Authority of India Limited0.82%
4. Vedanta Iron And Steel Limited0.28%

1. Infosys Limited1.51%
2. Tata Consultancy Services Limited1.01%
3. HCL Technologies Limited0.97%
4. Wipro Limited0.50%

1. Bajaj Auto Limited3.70%
2. TVS Motor Company Limited0.22%

1. UltraTech Cement Limited2.61%
2. JSW Cement Limited0.53%

1. Hindustan Uever Limited2.97%

1. State Bank of India2.88%

1. Larsen & Toubro Limited2.36%

1. NTPC Limited1.50%
2. Adani Power Limited0.69%

1. Shriram Finance Limited1.42%
2. Bajaj Finance Limited0.56%

1. Bharat Electronics Limited1.54%
2. Hindustan Aeronautics Limited0.43%

1. Schaeffler India Limited1.77%

1. Sanofi Consumer Healthcare India Limited1.72%

1. DLF Limited1.72%

1. Eternal Limited1.59%

1. Titan Company Limited1.34%

1. ITC Limited1.31%

1. Premier Energies Limited1.21%

1. Tata Motors Passenger Vehicles Limited1.20%

1. Nestle India Limited1.09%

1. Indus Towers Limited1.02%

1. Hindustan Zinc Limited1.01%

About Fund Bajaj Finserv Balanced Advantage Fund Growth

Bajaj Finserv Balanced Advantage Fund Growth managed by Bajaj Finserv Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,239 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.73. 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.

Fund Managers

Nimesh Chandan

Mr. Nimesh Chandan holds B.Com, MMS (Finance). Mr. Nimesh has over 22 years of experience in the Indian Capital Markets. He has spent 17 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Quant Equity Savings Fund Growth051.85 CR3.48
Bajaj Finserv Balanced Advantage Fund Growth01238.84 CR2.73
Fund Name1Y3Y
This FundQuant Equity Savings Fund Growth00
This FundBajaj Finserv Balanced Advantage Fund Growth0.77210

Bajaj Finserv Balanced Advantage Fund Growth 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 2.73. 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 : 5.05%
  • 6 Months : -0.08%
  • 1 Year : 0.77%
  • 3 Years : 0.00%
Returns of Bajaj Finserv Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 11.632 as on Jul 13,2026. Since inception, the return has been 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 ₹1,239 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.