- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1331 Cr | ₹700 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 | 1.52% | -2.19% |
| 6 Month | 11.56% | 0.71% |
| 1 Year | 16.36% | -8.94% |
| 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 | 6.31% | -0.28% |
| 1 Year | 23.55% | 5.73% |
| 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 | 3.11% | -12.74% |
| 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 | - | - |
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 | 34.7 | 8.23 |
| Large Cap | 44.75 | 57.25 |
| Small Cap | 9.15 | - |
| Mid Cap | 11.4 | 34.53 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Others | 32.58 | 0 |
| Energy | 2.49 | - |
| Utilities | 3.76 | - |
| Financial Services | 24.2 | 50.42 |
| Technology | 6.49 | 9.71 |
| Industrials | 4.39 | 14.31 |
| Basic Materials | 5.62 | 3.9 |
| Consumer Defensive | 5.44 | 1.46 |
| Healthcare | 6.66 | 8 |
| Consumer Cyclical | 5.76 | 6.99 |
| Communication Services | 2.6 | 5.21 |
Top Comparisons
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns7.05%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.92%
Invesco India Infrastructure Fund - Growth Option
3Y Returns21.84%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns20.85%
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth
3Y Returns14.09%
HSBC Multi Asset Active FOF - Growth
3Y Returns15.74%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.64%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.43%
