Bajaj Finserv Multi Asset Allocation Fund-Reg (G) vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G): Which has better AUM growth?

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) has Rs 1634.52 crore in AUM and Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) has Rs 12.12 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Bajaj Finserv Multi Asset Allocation Fund-Reg (G) or Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)?

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) has an expense ratio of 1.91% and Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) has 0.56%. Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) has a lower ratio, which means it can give better net returns.

Bajaj Finserv Multi Asset Allocation Fund vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare

Compare Up to 4 FundsFree Analysis

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Multi Asset Allocationvery high Risk

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

Low Durationlow Risk

Our Verdict

We reviewed risk-adjusted returns, volatility and consistency to select the top mutual fund winner for your goals.

Returns (1Y)

21.83 %

Expense Ratio

1.91 %

The trade-off:

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Returns (1Y)

7.01 %

Expense Ratio

0.56 %

The trade-off:

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METRICS

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

Basic Overview

Current NAV

₹ 12.12

₹ 11.35

Benchmark

NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10)

CRISIL IBX Gilt Index - June 2027

Fund Size (AUM)

₹1635 Cr

₹12 Cr

Expense Ratio

0.6%

Launch Date

06 Jun 2024

Fund Managers

Nimesh Chandan

Bhupesh Bameta

Turnover

SIP Returns

1 Year Return

24%

4.6%

3 Year Return

5 Year Return

Since Inception

Trailing Returns

1 Month Return

-1%

0.5%

3 Month Return

12%

2.8%

1 Year Return

22%

7.0%

3 Year Return

5 Year Return

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

Investment & Taxes

Min SIP Amount

₹ 500

Min Lumpsum

₹ 500

₹ 1,000

Exit Load

Bajaj Finserv Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Data not available./365

Lock In

No Lock-in

Asset Allocation

Equity

66.57%

Others

33.43%

100.00%

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)3 /100

Outstanding protection during market downturns.

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)3 /100

More vulnerable during market declines.

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)3 /100

Outstanding protection during market downturns.

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)0.0%

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)slow

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)slow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

See Your Future Wealth

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) is more volatile than Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G). Choose a fund based on your risk tolerance and goals.