Bajaj Finserv Balanced Advantage Fund-Reg(G)
View the direct plan of this scheme
Rs 11.2 0.064(0.575 %) NAV as on 21 May 2025
Prime Rating:
Unrated
Prime Recommendation:
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Fund type:
Hybrid
AUM (in crores):
₹ 1,287.96
Fund category:
Balanced Advantage
Fund manager(s):
Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary
Benchmark:
NIFTY 50 Hybrid Composite Debt 50:50 Index
Minimum investment:
₹
500
Launch date:
15 Dec 2023
Min. additional investment:
₹ 100
Expense ratio:
2.05 %
Exit load:
Nil upto 8% of units and 1% for remaining units on or before 6M, Nil after 6M
Scheme 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.
Performance (As on 21 May 2025)
Performance data is not available for this scheme.