Bajaj Finserv Balanced Advantage Fund (G) Mutual fund

Bajaj Finserv Balanced Advantage Fund (G)

Q: How to Invest in Bajaj Finserv Balanced Advantage Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Bajaj Finserv Balanced Advantage Fund good?

The Bajaj Finserv Balanced Advantage Fund has an AUM of ₹1315.22 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 11.83%. The risk is High against the category average of 39.87.

Q: Is Bajaj Finserv Balanced Advantage Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Bajaj Finserv Balanced Advantage Fund?

There is no lock-in period applicable on Bajaj Finserv Balanced Advantage Fund.

Q: What is the expense ratio of Bajaj Finserv Balanced Advantage Fund?

The expense ratio of Bajaj Finserv Balanced Advantage Fund is 2.09%.

Hybrid

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Dynamic Asset Allocation

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Fund Details

Current NAV

₹10.84

Expense Ratio

2.09%

Min SIP

₹500

Fund Size

₹1315Cr

Min Investment

₹500

Lock In

Scheme Information Document

Exit load: If units are redeemed/switched out within 6 months from the date of allotment: If upto 10% of units allotted are redeemed/switched out - Nil any redemption/switch-out of units in excess of 10% of units allotted - 1% of applicable NAV. if units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.

Fund Performance

Alpha

-0.15%

Beta

0.64

Sharpe Ratio

0.3838

Risk

7.44%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Bajaj Finserv Balanced Advantage Fund (G) FAQs

Q1. How to Invest in Bajaj Finserv Balanced Advantage Fund through Rupeezy?

Q2. Is Bajaj Finserv Balanced Advantage Fund good?

Q3. Is Bajaj Finserv Balanced Advantage Fund tax free?

Q4. What is the lock-in period of Bajaj Finserv Balanced Advantage Fund?

Q5. What is the expense ratio of Bajaj Finserv Balanced Advantage Fund?

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