Bajaj Finserv Balanced Advantage Fund(G)-Direct Plan
+8.90%
1Y annualised
+8.90%
1Y annualised
+0.13% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.
NAV : 28 Aug 2026
₹12.39
Min. SIP amount
₹500
Fund size (AUM)
1262 Cr
Expense ratio
0.56%
Launched on
15 Dec 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 28 Aug 2026
₹12.39
Min. SIP amount
₹500
Fund size (AUM)
1262 Cr
Expense ratio
0.56%
Launched on
15 Dec 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
53.71%
Mid Cap
10.13%
Small Cap
3.82%
Others
19.44%
Sector Allocation
Bank
22.45%
Healthcare
9.84%
Cash & Cash Equivalents And Net Assets
8.78%
Domestic Mutual Funds Units
8.12%
Automobile & Ancillaries
5.26%
Fmcg
4.57%
It
4.47%
Finance
4.31%
Others
31.83%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 8% of units and 1% for remaining units on or before 6M, Nil after 6M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Nimesh Chandan
Present
Sorbh Gupta
Present
Siddharth Chaudhary
Present
Similar/Peer Fund Comparison
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FAQs
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