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Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G)
Fund Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1184 Cr ₹157 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 100 Equal Weight TRI
Turn Over % %
Expense Ratio 2.08 1.11
Manager Nimesh Chandan Kapil Menon
ISIN Code INF0QA701797 INF277KA1BD0
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 MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G)
1 Month 2.89% 0.42%
6 Month 11.1% 16.27%
1 Year 2.33% 3.72%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
6 Month 3.43% 5.74%
1 Year 12.29% 16.84%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
1 Year 6.12% 19.46%
3 Year - -
5 Year - -

Risk Management

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G)

Market Cap

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

Others 35.88 -0.13
Small Cap 8.7 35.1
Mid Cap 10.94 65.03
Large Cap 44.48 -

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

Others 35.11 -0.13
Utilities 6.06 -
Financial Services 20.17 -
Technology 7.36 -
Basic Materials 6.92 -
Consumer Defensive 12.22 -
Healthcare 5.03 100.13
Consumer Cyclical 3.07 -
Communication Services 3.04 -
Industrials 1.02 -
Energy 0 -

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