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HDFC NIFTY200 Momentum 30 Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1110 Cr | ₹705 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 06 Jun 2024 | 28 Feb 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 200 Momentum 30 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.08 | 0.89 |
| Manager | Nimesh Chandan | Nirman Morakhia |
| ISIN Code | INF0QA701797 | INF179KC1IB6 |
| 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) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.32% | 3.47% |
| 6 Month | 2.67% | -12.27% |
| 1 Year | 6.73% | -13.6% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 6.1% | 8.45% |
| 1 Year | 8.33% | -6.62% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| 1 Year | - | -10.87% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Name | Nimesh Chandan | Nirman Morakhia |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 8 | 17 |
| Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
Market Cap
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Others | 33.64 | -0.21 |
| Small Cap | 9.01 | - |
| Mid Cap | 13.75 | 35.11 |
| Large Cap | 43.6 | 65.1 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Others | 33.52 | -0.21 |
| Utilities | 6.93 | - |
| Financial Services | 18.41 | 8.83 |
| Technology | 9.03 | 31.34 |
| Industrials | 1.99 | 6.65 |
| Energy | 4.55 | 1.01 |
| Consumer Defensive | 12.09 | 2.16 |
| Consumer Cyclical | 4.6 | 24.27 |
| Basic Materials | 5.32 | 2.76 |
| Healthcare | 2.29 | 13.95 |
| Communication Services | 1.27 | 9.24 |
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