Bajaj Finserv Balanced Advantage Fund - Reg (IDCW)

Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) is an Dynamic Asset Allocation or Balanced Advantage-oriented fund from the renowned AMC, Bajaj Finserv Mutual Fund. Launched in 24 November 2023, this fund is managed by Nimesh Chandan. With assets under management (AUM) worth ₹1,285.76 (Cr), as of 28 October 2025, Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) is categorized as a Dynamic Asset Allocation or Balanced Advantage within its segment. The fund has generated a return of 8.48% since its launch.
The current NAV of Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) is ₹11.65, as on 28 October 2025. The fund's benchmark index is Nifty 50 Hybrid Composite Debt 50:50 Index. You can invest in Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If units are redeemed/switched out within 6 months from the date of allotment: If upto 10% of units allotted are redeemed/switched out - Nil any redemption/switch-out of units in excess of 10% of units allotted - 1% of applicable NAV. if units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 80.24% in Equity, 11.42% in Debt and 8.34% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 19.36% in Banks, 9.69% in Cash & Others, 8.01% in IT-Software, 7.27% in Debt, 6.88% in Pharmaceuticals & Biotech