Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) 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) ₹1284 Cr ₹56 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 2.56% 2.46%
6 Month 10.76% 6.71%
1 Year 13.32% 11.24%
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 7.15% 6.68%
1 Year 24.68% 24.06%
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 33.08 0.12
Large Cap 47.36 83.94
Small Cap 9.08 -
Mid Cap 10.48 15.94

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

DSP Nifty Bank Index Fund - Regular (G)

Others 31.54 0.12
Energy 2.45 -
Utilities 5.27 -
Financial Services 23.69 99.88
Technology 6.53 -
Industrials 4.59 -
Basic Materials 5.82 -
Consumer Defensive 8.15 -
Healthcare 5.66 -
Consumer Cyclical 4.27 -
Communication Services 2.02 -

Top Comparisons

WhiteOak Capital Flexi Cap Fund Regular Plan Growth WhiteOak Capital Flexi Cap Fund Regular Plan Growth

3Y Returns18.2%

VS

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns20.95%

Compare Now

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns6.48%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns6.57%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns20.95%

VS

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns15.37%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns21.05%

VS

HDFC Mid-Cap Fund - Growth Plan HDFC Mid-Cap Fund - Growth Plan

3Y Returns24.5%

Compare Now
Add to Cart Successfully