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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) | ₹1184 Cr | ₹91 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 | 3.14% | 2.61% |
| 6 Month | 11.3% | 17.74% |
| 1 Year | 2.34% | 2.18% |
| 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 | 3.43% | 4.2% |
| 1 Year | 12.29% | 14.15% |
| 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 | 6.12% | 10.52% |
| 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 | - | - |
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 | 33.12 | 5.53 |
| Small Cap | 10.22 | 28.29 |
| Mid Cap | 11.99 | 28.65 |
| Large Cap | 44.67 | 37.53 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 32.38 | 2.97 |
| Utilities | 8.54 | 1.26 |
| Financial Services | 20.01 | 22.23 |
| Technology | 6.67 | 5.51 |
| Consumer Defensive | 12.33 | 6.75 |
| Consumer Cyclical | 3.48 | 10.97 |
| Basic Materials | 7.05 | 10.76 |
| Healthcare | 4.35 | 13.14 |
| Communication Services | 3.83 | 4.95 |
| Industrials | 0.87 | 15.91 |
| Energy | 0.49 | 4.25 |
| Real Estate | - | 1.29 |
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