Home› Funds› Bajaj Finserv Balanced Advantage Fund-Direct Plan-

Bajaj Finserv Balanced Advantage Fund-Direct Plan-IDCW

Bajaj Finserv Balanced Advantage · Index Funds
High
₹11.92
Current NAV
25 Jun 2026
14.7%
1Y Return
23.7%
3Y CAGR
15.7%
5Y CAGR
Add to Watchlist
Risk Metrics
1.97
Sharpe Ratio
1.27
Beta
-2.53
Alpha
2.70
Sortino
Fund Details
Fund House Bajaj Finserv Balanced Advantage
Category Index Funds
AUM ₹5520 Cr
Expense Ratio 0.97%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Index Funds
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Direct Plan - IDCW Option
Edelweiss
₹13.42 31.9%
Tata Nifty Financial Services Index Fund - Direct Plan - IDCW Payout
Tata
₹12.59 31.9%
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI
₹14.59 31.9%
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Growth
Mirae Asset
₹18.18 31.8%