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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Nimesh Chandan

23 May 25 | 12:00 AM

11.22 0.07 (0.64%)

  • Underperforms

    3.79%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -4.54%

  • Less Volatile

    0.66%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.09%

  • Not so consistent

    5/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Bajaj Finserv Balanced Advantage Fund - Reg (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Bajaj Finserv Balanced Advantage Fund - Reg (G), has Underperformed its benchmark, Hybrid - Equity Oriented by -4.54% (CAGR difference)

3.79%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.93.504.004.505.005.506.006.507.007.508.008.50
JavaScript chart by amCharts 3.20.9Bajaj Finserv Balanced Advantage Fund - Reg (G) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of Bajaj Finserv Balanced Advantage Fund - Reg (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.09%

0.66%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.650.660.670.680.690.700.710.720.730.740.750.76
JavaScript chart by amCharts 3.20.9Bajaj Finserv Balanced Advantage Fund - Reg (G) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9Bajaj Finserv Balanced Advantage Fund - Reg (G) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-202
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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