Bajaj Finserv Balanced Advantage Fund Direct Growth

Bajaj Finserv Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Bajaj Finserv Mutual Fund. This scheme was made available to investors on 18 Oct 2021. Sorbh Gupta is the Current Fund Manager of Bajaj Finserv Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹10,423 Cr and the Latest NAV as of 13 May 2024 is ₹10.54. The Bajaj Finserv Balanced Advantage Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months. ;

Investment Objective

The scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives. ;