Bajaj Finserv Balanced Advantage Fund
NAV · Direct-Growth
As of 1 Oct 2026 · AMFI
Returns
Lags category
0 of 1 periods ahead
Consistency
Steady
positive in 2 of 3 years
Trails its Dynamic Asset Allocation / BAF category on 1Y.
1Y return
+1.8%
-0.9 vs cat
3Y CAGR
—
5Y CAGR
—
AUM
—
fund size
Expense
—
direct plan
Volatility 3Y
—
3Y std dev
In plain English
Bajaj Finserv Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Bajaj Finserv. Worst historical drawdown: -13% in Mar 2025, recovered in 8 months.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
Showing Direct · Growth · INF0QA701656
NAV (Direct-Growth)
₹11.7740
Last 1Y
+2.18%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2025
-12.5%Peak ₹11.87 on 27 Sept 2024 → trough ₹10.39 on 4 Mar 2025 (5 months down).
Mar 2026
-10.5%Peak ₹12.22 on 28 Nov 2025 → trough ₹10.93 on 30 Mar 2026 (4 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Performance
Returns for various periods, with category average and peer rank.
Available plans & options
Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.
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