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PGIM India Retirement Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
PGIM India Retirement Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1176 Cr | ₹84 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Jun 2024 | 09 Apr 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) | BSE 500 |
| Turn Over | % | % |
| Expense Ratio | 2.08 | 2.31 |
| Manager | Nimesh Chandan | Vinay Paharia |
| ISIN Code | INF0QA701797 | INF663L01Y46 |
| 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) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.86% | 3.29% |
| 6 Month | 6.88% | 3.12% |
| 1 Year | 6.21% | 8.33% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 7.23% | 10.64% |
| 1 Year | 12.24% | 16.45% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | - | 12.69% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Name | Nimesh Chandan | Vinay Paharia |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 8 | 10 |
| Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
Market Cap
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 32.25 | 4.94 |
| Small Cap | 8.79 | 26.42 |
| Mid Cap | 14.4 | 27.93 |
| Large Cap | 44.56 | 40.72 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 31.11 | 3.28 |
| Utilities | 8.71 | 1.38 |
| Financial Services | 21.5 | 22.47 |
| Technology | 6.98 | 6.86 |
| Consumer Defensive | 12.17 | 7.42 |
| Consumer Cyclical | 2.77 | 9.58 |
| Basic Materials | 5.79 | 10.38 |
| Healthcare | 4.4 | 11.55 |
| Communication Services | 4.3 | 5.02 |
| Industrials | 0.53 | 16.51 |
| Energy | 1.74 | 4.67 |
| Real Estate | - | 0.89 |
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