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Bajaj Finserv Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
15 Dec 2023
1.8 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹11.63
-0.4622% (0.00)
AUM
₹1,278 Cr
Expense ratio
0.59%
Benchmark
Nifty 50 Hybrid Composite Debt 50:50
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 6M
1%
If units sold after 6M
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Consumer Defensive
Healthcare
Technology
Fund House
Bajaj Finserv
Inc: 05 Jul 2023 • Total AUM: ₹27,101 Cr • Rank #25Bajaj Finserv Mutual Fund was started in September 2021. The fund house is headed by Ganesh Mohan as the MD & CEO. As of 31 March 2024, it has an AUM of ₹10,138 Cr.
Fund Managers
Nimesh Chandan
Experience: 2.21 yrs • Total AUM: 2,36,920 Cr
Siddharth Chaudhary
Experience: 2.21 yrs • Total AUM: 2,55,177 Cr
Sorbh Gupta
Experience: 2.10 yrs • Total AUM: 85,983 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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