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Tata Nifty Financial Services Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Tata Nifty Financial Services Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1191 Cr | ₹81 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Jun 2024 | 22 Apr 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 Financial Services TRI |
| Turn Over | % | % |
| Expense Ratio | 2.08 | 1.04 |
| Manager | Nimesh Chandan | Kapil Menon |
| ISIN Code | INF0QA701797 | INF277KA1AX0 |
| 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 | Tata Nifty Financial Services Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 1 Month | -1.81% | -4.12% |
| 6 Month | 9.49% | 11.24% |
| 1 Year | -0.51% | 7.84% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 6 Month | 0.47% | -2.48% |
| 1 Year | 4.92% | 6.21% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 1 Year | 6.12% | 16.04% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Name | Nimesh Chandan | Kapil Menon |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 8 | 5 |
| Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
Market Cap
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Others | 33.12 | 7.46 |
| Small Cap | 10.22 | - |
| Mid Cap | 11.99 | 3.84 |
| Large Cap | 44.67 | 88.7 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Others | 32.38 | 0.32 |
| Utilities | 8.54 | - |
| Financial Services | 20.01 | 99.68 |
| Technology | 6.67 | - |
| Consumer Defensive | 12.33 | - |
| Consumer Cyclical | 3.48 | - |
| Basic Materials | 7.05 | - |
| Healthcare | 4.35 | - |
| Communication Services | 3.83 | - |
| Industrials | 0.87 | - |
| Energy | 0.49 | - |
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