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Tata Nifty Financial Services Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare

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tortoise-icon Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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tortoise-icon Tata Nifty Financial Services Index Fund-Reg (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) 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) ₹1176 Cr ₹77 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 2.86% 2.6%
6 Month 6.88% 12.86%
1 Year 6.21% 11.81%
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 7.23% 9.56%
1 Year 12.24% 23.78%
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 - 20.48%
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 - -

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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 32.25 1.36
Small Cap 8.79 -
Mid Cap 14.4 3.62
Large Cap 44.56 95.02

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty Financial Services Index Fund-Reg (G)

Others 31.11 -0.63
Utilities 8.71 -
Financial Services 21.5 100.63
Technology 6.98 -
Consumer Defensive 12.17 -
Consumer Cyclical 2.77 -
Basic Materials 5.79 -
Healthcare 4.4 -
Communication Services 4.3 -
Industrials 0.53 -
Energy 1.74 -

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