Hybrid · Dynamic Asset Allocation or Balanced Advantage

Bajaj Finserv Balanced Advantage

Bajaj Finserv Mutual Fund

Benchmark

NIFTY 50 Hybrid Composite Debt 50:50 Index

Riskometer

Very High

Size

₹1,201 cr

Allotted

Not on record

Holdings as of

Not on record

Bajaj Finserv Balanced Advantage is a dynamic asset allocation or balanced advantage fund of Bajaj Finserv Mutual Fund with ₹1,201 cr under management. It is ahead of its benchmark (NIFTY 50 Hybrid Composite Debt 50:50 Index) in 1 of 1 periods. Its direct plan charges 1.00% a year.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Bajaj Finserv Balanced Advantage invested in?

Mix not on record

Has Bajaj Finserv Balanced Advantage beaten its benchmark?

Ahead of its benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index, in 1 of 1 periods in AMFI's figures; +0.37% over the last year against −4.16%.

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (NIFTY 50 Hybrid Composite Debt 50:50 Index) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+0.37%	−1.18%	−4.16%	+4.53	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Dynamic Asset Allocation or Balanced Advantage funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Bajaj Finserv Balanced Advantage cost?

1.00% a year on the direct plan, 2.61% on the regular plan; 9 of 22 funds in its category charge less.

Direct plan

1.00% a year

Category median 1.04%

Regular plan

2.61% a year

Category median 2.24%

Gap

1.61 points

for the same holdings

9 of 22 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Bajaj Finserv Balanced Advantage?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

Questions people ask

What is the expense ratio of Bajaj Finserv Balanced Advantage?

1.00% a year on the direct plan and 2.61% on the regular plan (expense report, Oct 2026).