Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Chart Comparison
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) | ₹1191 Cr | ₹152 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 | -2.18% | -0.13% |
6 Month | 7.69% | 6.15% |
1 Year | 1.32% | -10.32% |
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 | 1.83% | 1.15% |
1 Year | 5.92% | -5.04% |
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 | 6.12% | -4.03% |
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 | 33.12 | 3.59 |
Small Cap | 10.22 | - |
Mid Cap | 11.99 | 17.65 |
Large Cap | 44.67 | 78.75 |
Sector Allocation
Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
---|---|---|
Others | 32.38 | 0.23 |
Utilities | 8.54 | - |
Financial Services | 20.01 | 31.73 |
Technology | 6.67 | 10.86 |
Consumer Defensive | 12.33 | 11.08 |
Consumer Cyclical | 3.48 | 7.83 |
Basic Materials | 7.05 | 12.68 |
Healthcare | 4.35 | 21.72 |
Communication Services | 3.83 | 3.88 |
Industrials | 0.87 | - |
Energy | 0.49 | - |
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