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Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare

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

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tortoise-icon Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

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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) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Fund Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1331 Cr ₹148 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 06 Jun 2024 21 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 Alpha Low Volatility 30
Turn Over % %
Expense Ratio 2.08 1.09
Manager Nimesh Chandan Bhavesh Jain
ISIN Code INF0QA701797 INF754K01SO5
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 Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
1 Month 1.52% 0.22%
6 Month 11.56% 1.49%
1 Year 16.36% -2.77%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
6 Month 6.31% 0.42%
1 Year 23.55% 5.21%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
1 Year 3.11% -8.33%
3 Year - -
5 Year - -

Risk Management

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Name Nimesh Chandan Bhavesh Jain
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 8 22
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

Market Cap

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

Others 34.7 3.94
Large Cap 44.75 79.34
Small Cap 9.15 -
Mid Cap 11.4 16.72

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

Others 32.58 0.05
Energy 2.49 -
Utilities 3.76 -
Financial Services 24.2 32.39
Technology 6.49 11.2
Industrials 4.39 -
Basic Materials 5.62 11.9
Consumer Defensive 5.44 11.08
Healthcare 6.66 21.59
Consumer Cyclical 5.76 7.61
Communication Services 2.6 4.17

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