Bajaj Finserv Multi Asset Allocation Fund vs NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT compare

Compare Up to 4 FundsFree Analysis
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Multi Asset Allocationvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (1Y)
24.03 %
Expense Ratio
2.08 %
The trade-off:

Log in to reveal the best fund for you — carefully selected using your personalized MYSIP suggestions.

Verdict Lock

Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Loading Chart Animation

Complete Fund Review

Full comparison of risk metrics, volatility and portfolio composition for optimal fund choice.

Download in
METRICS
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Basic Overview

Current NAV
₹ 12.59
Benchmark
NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10)
Fund Size (AUM)
₹1435 Cr
Expense Ratio
2.08%
Launch Date
06 Jun 2024

SIP Returns

1 Year Return
23.66%
3 Year Return
-
5 Year Return
-
Since Inception
-

Trailing Returns

1 Month Return
2.97%
3 Month Return
14.26%
1 Year Return
24.03%
3 Year Return
-
5 Year Return
-

Rolling Returns

1 Year Return
00
3 Year Return
00
5 Year Return
00

Risk Metrics (Standard)

Alpha
-
Beta
-
Sharpe Ratio
-
Standard Deviation
-

Investment & Taxes

Min SIP Amount
₹ 500
Min Lumpsum
₹ 500
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
Taxation
As per Equity rules

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.

insight icons
Defense ScoreAbility to resist market falls
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)3 /100
Outstanding protection during market downturns.
insight icons
Worst CaseMax loss in a single year (Since Inception)
insight icons
Recovery SpeedHow fast it bounces back
Unlock Risk Analysis

See the most challenging moments of the mutual funds during major market crashes to do an informed risk assessment for your investments.

Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

Little Investments, Big Wins

Slide to see how monthly investments grow big with top funds, unlock the power of compounding for your financial future.

MONTHLY INVESTMENT
₹ 50k
TENURE
5
Projected Wealth
Investment Amount : ₹ 50,000
Tenure : 5 Yrs.
Login to see premium fund details
₹0+0.00%
Premium Fund Performance Hidden
₹0+0.00%
Unlock to view SIP projections
₹0+0.00%
Unlock to view SIP projections
₹0+0.00%
Note: All returns displayed are calculated on an annualized basis.
See Your Future Wealth

Unlock to compare the final corpus and find the winning fund.

Trending Mutual Fund Comparisons

See most competing funds side-by-side, popular picks for SIPs, retirement and growth goals.

Fund Logo

Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns : 7.52% (p.a.)

vs
Fund Logo

Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns : 7.4% (p.a.)

Fund Logo

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns : 7.15% (p.a.)

vs
Fund Logo

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns : 7.02% (p.a.)

Fund Logo

SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns : 6.92% (p.a.)

vs
Fund Logo

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns : 6.53% (p.a.)

Still Confused?

We’ll analyze your risk profile and 30+ other factors to recommend the best fund for you.

TALK TO OUR EXPERTS

Personalised for your portfolio

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence