- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1184 Cr | ₹80 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 | 3.27% | 0.53% |
| 6 Month | 11.83% | 13.96% |
| 1 Year | 2.71% | 9.83% |
| 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 | 3.43% | 1.01% |
| 1 Year | 12.29% | 14.51% |
| 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 | - |
Top Comparisons
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns24.44%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns21.81%
BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth
3Y Returns8.14%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns7.82%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns19.86%
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns13.09%
