{"id":224735,"date":"2026-08-31T16:23:55","date_gmt":"2026-08-31T10:53:55","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/bajaj-finserv-balanced-advantage-fund-direct-growth-review-2026\/"},"modified":"2026-08-31T16:23:55","modified_gmt":"2026-08-31T10:53:55","slug":"bajaj-finserv-balanced-advantage-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/bajaj-finserv-balanced-advantage-fund-direct-growth-review-2026\/","title":{"rendered":"Bajaj Finserv Balanced Advantage Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?"},"content":{"rendered":"

Bajaj Finserv Balanced Advantage Fund Direct Growth Plan<\/a> had a NAV of \u20b912.39 as of 28 Aug 2026 and a scheme AUM of \u20b91,262 Cr. Its 1-year, 3-year and 5-year returns are 8.9%, Data not available and Data not available, while the risk label is High Risk. Our view is that this is a hybrid fund that has delivered a steady but modest short-term outcome, with a portfolio mix that is still tilted toward large-cap and financial-sector exposure.<\/p>\n

The fund can suit investors who are comfortable with higher volatility and want a balanced-advantage style allocation rather than a pure equity profile. Its recent return trend is better than the benchmark over 1 year, but the absence of longer track record data means the case rests more on current behaviour, portfolio mix and the risk profile than on a full long-run history.<\/p>\n

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