This product offering is currently unavailable. We will be back soon. Till then please explore our other products.
Fund Category: Dynamic Asset Allocation or Balanced Advantage
Fund Category Dynamic Asset Allocation or Balanced Advantage
0 Morning Star
0 Value Research
NAV( 16 Mar 2026)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
| Company | Allocation % |
|---|---|
| GOI Sec 7.09 25/11/2074 | 0.37% |
| GOI Sec 6.79 30/12/2031 | 0.18% |
| GOI Sec 7.30 19/06/2053 | 0.39% |
| GOI Sec 7.34 22/04/2064 | 0.39% |
| GOI Sec 6.33 05/05/2035 | 0.19% |
| GOI Sec 7.09 05/08/2054 | 0.0% |
| Indus Towers Ltd | 0.77% |
| Larsen & Toubro Ltd | 3.48% |
| NTPC Ltd | 1.43% |
| Adani Ports and Special Economic Zone Ltd | 1.08% |
| Jio Financial Services Ltd | 1.21% |
| Net Receivables | 5.81% |
| Others CBLO | 5.4% |
| Manappuram Finance Ltd | 0.49% |
| Bajaj Finserv Banking and PSU Direct-G | 3.16% |
| Kotak Mahindra Bank Ltd | 0.26% |
| Nestle India Ltd | 0.71% |
| Oil And Natural Gas Corporation Ltd | 0.54% |
| Eternal Ltd | 1.5% |
| Devyani International Ltd | 0.64% |
| Petronet LNG Ltd | 0.25% |
| Power Grid Corporation of India Ltd | 0.84% |
| State Bank of India | 4.25% |
| Tata Consumer Products Ltd | 0.25% |
| Bajaj Finserv Money Market Direct-G | 5.15% |
| Rubicon Research Ltd | 0.69% |
| Samvardhana Motherson International Ltd | 0.26% |
| Sanofi Consumer Healthcare India Ltd | 1.62% |
| JSW Steel Ltd | 0.57% |
| GOI Sec 6.79 07/10/2034 | 0.41% |
| GOI Sec 6.68 07/07/2040 | 0.38% |
| NIFTY 50 Index ID 03/2026 | 0.04% |
| NIFTY 50 Index ID 04/2026 | 0.06% |
| SBI Life Insurance Company Ltd | 0.24% |
| Bajaj Finance Ltd | 1.08% |
| RBL Bank Ltd | 0.52% |
| HDFC Bank Ltd | 7.92% |
| Coal India Ltd | 0.5% |
| Infosys Ltd | 0.86% |
| Kwality Walls India Ltd | 0.02% |
| Sun Pharmaceutical Industries Ltd | 1.87% |
| Mahindra & Mahindra Ltd | 2.0% |
| HCL Technologies Ltd | 0.86% |
| The Federal Bank Ltd | 1.15% |
| Titan Company Ltd | 1.39% |
| Torrent Pharmaceuticals Ltd | 0.27% |
| Trent Ltd | 0.23% |
| Bharat Electronics Ltd | 1.13% |
| Cummins India Ltd | 0.27% |
| Glaxosmithkline Pharmaceuticals Ltd | 1.03% |
| ICICI Bank Ltd | 4.55% |
| Jio Financial Services Ltd Futures 03/2026 | -0.47% |
| Steel Authority Of India Ltd | 0.84% |
| Shriram Finance Ltd | 1.3% |
| Ultratech Cement Ltd | 3.01% |
| Vedanta Ltd | 1.82% |
| Divi's Laboratories Ltd | 3.39% |
| Axis Bank Ltd | 2.77% |
| Mahindra & Mahindra Ltd Futures 03/2026 | -1.49% |
| Bajaj Finance Ltd Futures 03/2026 | -0.53% |
| Tata Steel Ltd | 2.02% |
| Apollo Hospitals Enterprise Ltd | 2.57% |
| CG Power & Industrial Solutions Ltd | 0.43% |
| Bajaj Auto Ltd | 1.38% |
| Bharti Airtel Ltd | 1.44% |
| Eicher Motors Ltd | 0.28% |
| Hindustan Unilever Ltd | 3.1% |
| Hindustan Zinc Ltd | 0.24% |
| Schaeffler India Ltd | 1.8% |
| ITC Ltd | 1.37% |
| ACC Ltd | 0.97% |
| Asian Paints Ltd | 1.26% |
| DLF Ltd | 1.94% |
| Reliance Industries Ltd | 3.48% |
| Asian Paints Ltd Futures 03/2026 | -0.51% |
| Bharat Electronics Ltd Futures 03/2026 | -1.07% |
| Company | Allocation % |
|---|---|
| Others | 11.21% |
| Construction | 5.42% |
| Automobile | 2.43% |
| Consumer Staples | 5.45% |
| Materials | 5.23% |
| Financial | 24.60% |
| Capital Goods | 2.56% |
| Consumer Discretionary | 1.39% |
| Services | 3.45% |
| Sovereign | 2.31% |
| Energy | 6.54% |
| Unclassified | 8.31% |
| Technology | 1.72% |
| Insurance | 0.24% |
| Metals & Mining | 5.49% |
| Healthcare | 11.44% |
| Communication | 2.21% |
Funds Offered
AUM
Website
Backed by Bajaj finserv limited, it offers a host of innovative products and solutions. With a future-focused and differentiated investment strategy, its ambition is to help every Indian achieve his/her financial goals.
Funds Offered
AUM
Highest Return
Nimesh Chandan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now
The current NAV of Bajaj Finserv Balanced Advantage Reg-G is ₹ 10.904
The expense ratio of Bajaj Finserv Balanced Advantage Reg-G is 2.08%
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
You can invest in Both SIP & Lumpsum in Bajaj Finserv Balanced Advantage Reg-G based on your investment objective and risk profile.
For Bajaj Finserv Balanced Advantage Reg-G, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.
The lock-in-period of Bajaj Finserv Balanced Advantage Reg-G is 0 years.
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Register your mobile number and email ID with Moneyfy
Set up your account and update your KYC details
Once we verify your KYC details, you’re ready to start investing!
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
3 Value Research
4 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
4 Value Research
0 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
3 Value Research
4 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
5 Value Research
4 Morning Star
5 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
1 Morning Star
1 Value Research
1 Morning Star
1 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
5 Morning Star
5 Value Research
5 Morning Star
5 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
Click the “Allow” button to receive notifications
We're constantly crafting offers and deals for you. Get delivered straight to your device through website notifications.
All you have to do is click on “Allow”.
Now keep a track on your favourite fund
Go to the watchlist page to remove a fund from the list.
No funds are added to watchlist
Add your favourate funds to watchlist to keep them handy
Funds Added to Compare 00/03 00/02
No funds are added to portfolio
Add your favourate funds to portfolio to keep them handy
Funds Added to Compare 00/03 00/02
Trust the links that start from https://www.tatacapitalmoneyfy.com
Do not make payments
in any individual’s bank accounts.
Reach our Customer Care moneyfycare@tatacapital.com for assistance
For any assistance, contact our customer support
An SMS has been sent to XXXXXXXX85
To download the app, follow the link in the message
Oops! Something went wrong. Please try again.
Scan QR to download the App