Dynamic Asset Allocation
Bajaj Finserv Balanced Advantage Fund · Direct · Growth
NAV
₹11.8910
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +2.83%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.16%
SIP returns (XIRR)
- 1Y
- +3.03%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.73%
Performance Comparison
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Fund Details
Fund HouseBajaj Finserv Mutual Fund
CategoryDynamic Asset Allocation
Launch Date15 Dec 2023
AMFI Code152194
Transaction facts
Min. Lumpsum₹500
Min. SIP₹500
Exit LoadIf units are redeemed or switched out within 6 months from the date of allotment If upto 8% of units allotted are redeemed or switched out Nil Any redemption or switchout of units in excess of 8% of units allotted 1% of applicable NAV If units are redeemed or switched out after 6 months from the date of allotment no exit load is payable
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
Bajaj Finserv Balanced Advantage Fund · Direct · Growth by Bajaj Finserv Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
Bajaj Finserv Balanced Advantage Fund · Direct · Growth is a Dynamic Asset Allocation mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 2 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations