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) | ₹1284 Cr | ₹392 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 | 3.18% | 0.52% |
| 6 Month | 10.92% | 4.43% |
| 1 Year | 13.58% | 3.25% |
| 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 | 7.6% | 3.17% |
| 1 Year | 25.52% | 13.53% |
| 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 | 3.11% | 4.84% |
| 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 | 33.08 | 30.73 |
| Large Cap | 47.36 | 47 |
| Small Cap | 9.08 | 6.75 |
| Mid Cap | 10.48 | 15.52 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Others | 31.54 | 27.08 |
| Energy | 2.45 | 3.11 |
| Utilities | 5.27 | 1.12 |
| Financial Services | 23.69 | 22.66 |
| Technology | 6.53 | 6.89 |
| Industrials | 4.59 | 10.51 |
| Basic Materials | 5.82 | 5.65 |
| Consumer Defensive | 8.15 | 2.97 |
| Healthcare | 5.66 | 6.66 |
| Consumer Cyclical | 4.27 | 10.19 |
| Communication Services | 2.02 | 2.18 |
| Real Estate | - | 1 |
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