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Bajaj Finserv Balanced Advantage Fund
Bajaj Finserv·
Dynamic Asset Allocation or Balanced Advantage
1Y
+6.89%
3Y
-
5Y
-
Since Inception
+8.93%
Sharpe
-0.10
Sortino
-0.13
Max Drawdown
-12.52%
Volatility
10.85%
Alpha
+1.42%
Beta
1.44
Info Ratio
0.19
Up / Down Capture
138 / 155
NAV (last ~1 year)
Fund details
AMCBajaj Finserv
Fund manager-
Data from2023-12-18
AUM₹1.3K Cr (January - March 2026)
Expense ratio (Direct)0.56%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#4 of 37
Top 11%
3Y CAGR
-
5Y CAGR
-
Sharpe
#33 of 36
Top 92%