Bajaj Finserv Multi Asset Allocation Fund vs DSP Nifty Bank Index Fund compare
                                 Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
                                Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
                            
                                 DSP Nifty Bank Index Fund - Regular (G)
                                DSP Nifty Bank Index Fund - Regular (G)
                            
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
|---|---|---|
| Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
| Investment Plan | Growth | Growth | 
| Level of Risk | Very High | Very High | 
| Asset Size (Cr) | ₹1216 Cr | ₹51 Cr | 
| Min Investment | ₹500 | ₹100 | 
| Min SIP Invesment | ₹500 | ₹100 | 
| Min Addl Investment | ₹100 | ₹100 | 
| Launch Date | 06 Jun 2024 | 31 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 | 0.85 | 
| Manager | Nimesh Chandan | Anil Ghelani | 
| ISIN Code | INF0QA701797 | INF740KA1UN8 | 
| 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 | Data not available./365 | 
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
|---|---|---|
| 1 Month | 4.63% | 6.47% | 
| 6 Month | 10.94% | 5.74% | 
| 1 Year | 10.45% | 11.9% | 
| 3 Year | - | - | 
| 5 Year | - | - | 
SIP Return Analysis
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
|---|---|---|
| 6 Month | 6.35% | 3.57% | 
| 1 Year | 20.97% | 18.39% | 
| 3 Year | - | - | 
| 5 Year | - | - | 
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
|---|---|---|
| 1 Year | 3.11% | 8.5% | 
| 3 Year | - | - | 
| 5 Year | - | - | 
Risk Management
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
|---|---|---|
| Standard Deviation | - | - | 
| Sharp | - | - | 
| Beta | - | - | 
| Alpha | - | - | 
Fund Managers
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
|---|---|---|
| Name | Nimesh Chandan | Anil Ghelani | 
| Total AUM | ₹0 Cr | ₹0 Cr | 
| Funds Managed | 8 | 5 | 
| Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
Market Cap
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
|---|---|---|
| Others | 34.32 | 0.2 | 
| Small Cap | 7.83 | - | 
| Mid Cap | 10.73 | 14.56 | 
| Large Cap | 47.12 | 85.24 | 
Sector Allocation
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | DSP Nifty Bank Index Fund - Regular (G) | 
|---|---|---|
| Others | 33.6 | 0.2 | 
| Utilities | 6.6 | - | 
| Financial Services | 22.49 | 99.8 | 
| Technology | 7.05 | - | 
| Industrials | 3.23 | - | 
| Basic Materials | 6.01 | - | 
| Consumer Defensive | 9.59 | - | 
| Healthcare | 4.97 | - | 
| Consumer Cyclical | 4.51 | - | 
| Communication Services | 1.95 | - | 
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