- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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 Realty Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Tata Nifty Realty Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1284 Cr | ₹54 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 Realty TRI |
| Turn Over | % | % |
| Expense Ratio | 2.08 | 1.1 |
| Manager | Nimesh Chandan | Kapil Menon |
| ISIN Code | INF0QA701797 | INF277KA1AL5 |
| 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 Realty 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 Realty Index Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.05% | -8.71% |
| 6 Month | 11.3% | -10.08% |
| 1 Year | 13.47% | -16.73% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 7.15% | -1.77% |
| 1 Year | 24.68% | -1.16% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 3.11% | -12.87% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (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 Realty Index Fund - Regular (G) |
Market Cap
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Others | 33.08 | -0.1 |
| Large Cap | 47.36 | 35.31 |
| Small Cap | 9.08 | 14.89 |
| Mid Cap | 10.48 | 49.9 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Others | 31.54 | -0.1 |
| Energy | 2.45 | - |
| Utilities | 5.27 | - |
| Financial Services | 23.69 | - |
| Technology | 6.53 | - |
| Industrials | 4.59 | - |
| Basic Materials | 5.82 | - |
| Consumer Defensive | 8.15 | - |
| Healthcare | 5.66 | - |
| Consumer Cyclical | 4.27 | - |
| Communication Services | 2.02 | - |
| Real Estate | - | 100.1 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns13.91%
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
3Y Returns8.22%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns14.67%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns14.67%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns18.07%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns20.79%
