Bajaj Balanced Advantage Fund Direct Growth
3Y Annualised
N/A
-0.42% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.22%
-0.42% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years 9 months
8 years 10 months
9 years 7 months
Fund info
Fund size
₹1262.98 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
any redemption / switch-out of units in excess of 8% of units allotted – 1% of applicable NAV.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl
4th
Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl
5th
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
164th
Bajaj Balanced Advantage Fund Direct Growth
Fund Managers
About Bajaj Balanced Advantage Fund Direct Growth
Bajaj Balanced Advantage Fund Direct Growth is a Allocation mutual fund scheme from Bajaj Asset Management Limited. This fund has been in existence for 2 years, having been launched on 2023-12-15. Bajaj Balanced Advantage Fund Direct Growth has ₹1262.98 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Bajaj Balanced Advantage Fund Direct Growth as of Wed Sep 02 2026 is ₹12.275. The fund has an expense ratio of 1.04%, which is medium comparable to most other Allocation funds.
Bajaj Balanced Advantage Fund Direct Growth returns for the last 1 year are 7.37%. Since launch, it has delivered 7.84% average annual returns.
The Bajaj Balanced Advantage Fund Direct Growth has the majority of its money invested in Financial Services, Communication Services, null, Energy, Consumer Cyclical, Healthcare, Consumer Defensive sectors.
Top 5 Holdings of Bajaj Balanced Advantage Fund Direct Growth.
- ICICI Bank Ltd: 6.05%
- Bharti Airtel Ltd: 5.43%
- Bajaj Money Market Dir Gr: 5.37%
- HDFC Bank Ltd: 5.27%
- Reliance Industries Ltd: 4.31%
AMC Information
| Name | Bajaj Asset Management Limited |
|---|---|
| Founding Date | 2023-12-15 |
| service@bajajamc.com | |
| Phone | +91 20 67672500 |
| Website | https://www.bajajamc.com/ |
| Address | Bajaj Asset Management Limited,S. No - 239/2, 11th Floor, Office No. 1101 A and,1101 B, Sky One Corporate Park, Lohegaon,Pune, Maharashtra – 411032 |
Tax Implications of Bajaj Balanced Advantage Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
