Baroda BNP Paribas Retirement Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Baroda BNP Paribas Retirement Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1435 Cr | ₹401 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Jun 2024 | 31 May 2024 |
| Category | Multi Asset Allocation | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | % | % |
| Expense Ratio | 2.08 | 2.27 |
| Manager | Nimesh Chandan | Pratish Krishnan |
| ISIN Code | INF0QA701797 | INF251K01TH4 |
| 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) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| 1 Month | 2.97% | -1.89% |
| 6 Month | 14.26% | 1.76% |
| 1 Year | 24.03% | 8.42% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| 6 Month | 5.71% | 2.19% |
| 1 Year | 23.66% | 11.82% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| 1 Year | 7.03% | 5.36% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Name | Nimesh Chandan | Pratish Krishnan |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 8 | 5 |
| Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
Market Cap
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Others | 35.84 | 32.26 |
| Large Cap | 45.37 | 45.74 |
| Small Cap | 8.72 | 6.08 |
| Mid Cap | 10.07 | 15.92 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Others | 32.6 | 26.74 |
| Energy | 3.3 | 3.21 |
| Utilities | 3.62 | 0 |
| Financial Services | 22.48 | 23.89 |
| Technology | 6.22 | 7.04 |
| Industrials | 5.11 | 9.39 |
| Basic Materials | 5.63 | 5.5 |
| Consumer Defensive | 5.21 | 3.03 |
| Real Estate | 1.54 | 0.96 |
| Healthcare | 5.99 | 6.13 |
| Consumer Cyclical | 5.55 | 11.94 |
| Communication Services | 2.74 | 2.18 |
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