PGIM India Retirement Fund vs Bajaj Finserv Multi Asset Allocation Fund compare

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Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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PGIM India Retirement Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1110 Cr	₹73 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

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
1 Month	2.32%	2.85%
6 Month	2.67%	-1.16%
1 Year	6.73%	10.19%
3 Year	-	-
5 Year	-	-

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
6 Month	6.1%	8.8%
1 Year	8.33%	10.65%
3 Year	-	-
5 Year	-	-

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
1 Year	-	12.69%
3 Year	-	-
5 Year	-	-

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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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)

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
Others	33.64	4.21
Small Cap	9.01	26.47
Mid Cap	13.75	26.75
Large Cap	43.6	42.58

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
Others	33.52	4.21
Utilities	6.93	1.59
Financial Services	18.41	20.86
Technology	9.03	9.48
Industrials	1.99	16.17
Energy	4.55	3.86
Consumer Defensive	12.09	5.38
Consumer Cyclical	4.6	10.65
Basic Materials	5.32	11.04
Healthcare	2.29	11.56
Communication Services	1.27	4.7
Real Estate	-	0.5