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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) | ₹1284 Cr | ₹96 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 | 2.56% | -1.56% |
| 6 Month | 10.76% | 1.01% |
| 1 Year | 13.32% | 0.59% |
| 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 | 7.15% | 0.06% |
| 1 Year | 24.68% | 9.35% |
| 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 | 3.11% | 8.74% |
| 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 | 33.08 | 12.97 |
| Large Cap | 47.36 | 33.7 |
| Small Cap | 9.08 | 27.06 |
| Mid Cap | 10.48 | 26.27 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 31.54 | 4.45 |
| Energy | 2.45 | 4.29 |
| Utilities | 5.27 | 1.2 |
| Financial Services | 23.69 | 20.99 |
| Technology | 6.53 | 5.98 |
| Industrials | 4.59 | 14.94 |
| Basic Materials | 5.82 | 10.05 |
| Consumer Defensive | 8.15 | 6 |
| Healthcare | 5.66 | 13.67 |
| Consumer Cyclical | 4.27 | 12.32 |
| Communication Services | 2.02 | 4.81 |
| Real Estate | - | 1.3 |
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