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Bajaj Finserv Multi Asset Allocation Fund vs AXIS Nifty Bank Index Fund compare

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tortoise-icon Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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tortoise-icon AXIS Nifty Bank Index Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Fund Bajaj Finserv Multi Asset Allocation Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1191 Cr ₹144 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 06 Jun 2024 29 May 2024
Category Multi Asset Allocation Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) NIFTY Bank TRI
Turn Over % %
Expense Ratio 2.08 1
Manager Nimesh Chandan Karthik Kumar
ISIN Code INF0QA701797 INF846K012W4
Exits 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 Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
1 Month -1.95% -0.86%
6 Month 7.76% 13.2%
1 Year 1.25% 9.5%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
6 Month 1.83% 3.24%
1 Year 5.92% 12.54%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
1 Year 6.12% 8.93%
3 Year - -
5 Year - -

Risk Management

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Name Nimesh Chandan Karthik Kumar
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 8 9
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)

Market Cap

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others 33.12 0.42
Small Cap 10.22 -
Mid Cap 11.99 14.91
Large Cap 44.67 84.67

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others 32.38 0.42
Utilities 8.54 -
Financial Services 20.01 99.58
Technology 6.67 -
Consumer Defensive 12.33 -
Consumer Cyclical 3.48 -
Basic Materials 7.05 -
Healthcare 4.35 -
Communication Services 3.83 -
Industrials 0.87 -
Energy 0.49 -

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