As on 27/10/2026, Bajaj Finserv Balanced Advantage Fund - Reg (G) has an Asset Under Management (AUM) of ₹1206.55 Cr. The fund's expense ratio is 2.61 %, which is the fee charged by the fund house for managing the scheme. Investors can consider this metric along with the fund's objectives, risk profile, and performance history.
| Tenure | Fund return |
|---|---|
| 3 Months | -3.9% |
| 6 Months | -1.34% |
| 1 Year | -3.91% |
| 3 Years | -- |
Total value
₹43,508
21% growth in 3 years
Estimated returns
₹7,508
Invested Amount
₹36,000
Investment Type
Investment Amount
Tenure (in years)
Expected Return
Investment Type
Monthly Investment
Tenure (in years)
Expected Return
Total value
₹43,508
21% growth in 3 years
Estimated returns
₹7,508
Invested Amount
₹36,000
This calculator provides illustrative estimates only and should not be considered a guarantee of actual returns.
Bajaj Finserv Balanced Advantage Fund - Reg (G) is a Hybrid mutual fund scheme managed by Bajaj Finserv Mutual Fund. It was launched on 2023-11-24 and is classified under the Dynamic Asset Allocation Fund or Balanced Advantage Fund category. The fund's historical returns over different time periods can help investors understand its past performance. However, past performance does not guarantee future returns and should not be the sole basis for investment decisions.
Mr. Chandan has over 22 years of experience in the Indian Capital Markets. He has spent 17 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.
Mr. Chaudhary joined the Company in July 2022 as Senior Fund Manager - Fixed Income. Prior to this he was associated with Sundaram Asset Management Co. Ltd from April 2019 - July 2022 as Head Fixed Income - Institutional Business, from April 2017 - March 2019 as Senior Fund Manager - Fixed Income, from August 2010 - March 2017 as Fund Manager - Fixed Income. During June 2006 - September 2010 he was working as Senior Manager, Treasury Deptt in Indian Bank
Minimum Investment
₹500
1Y Return
-2.01%
Minimum Investment
₹500
1Y Return
-12.57%
*Disclaimer for Bajaj Finance Limited (‘BFL’): Bajaj Finance Limited ("BFL") is registered with the Association of Mutua...
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Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year
Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits
Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year
High
Your investment will be at High risk
Prior to joining Quantum Mutual Fund he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
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