- 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
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1207 Cr | ₹123 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) | Nifty500 Multicap India Manufacturing 50:30:20 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.08 | 1.11 |
| Manager | Nimesh Chandan | Kapil Menon |
| ISIN Code | INF0QA701797 | INF277KA1BJ7 |
| 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 Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 1 Month | -2.62% | -3.15% |
| 6 Month | 5.4% | 5.42% |
| 1 Year | 0.22% | -5.33% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 6 Month | 4.76% | 6.18% |
| 1 Year | 9.73% | 6.85% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 1 Year | 6.12% | 1.59% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
Market Cap
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Others | 34.02 | -0.68 |
| Small Cap | 7.84 | 19.37 |
| Mid Cap | 13.38 | 28.3 |
| Large Cap | 44.76 | 53.02 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Others | 32.88 | -0.68 |
| Utilities | 8.12 | - |
| Financial Services | 20.84 | - |
| Technology | 6.97 | 2.54 |
| Consumer Defensive | 11.99 | - |
| Consumer Cyclical | 1.99 | 28.5 |
| Basic Materials | 5.67 | 16.81 |
| Healthcare | 4.62 | 17.68 |
| Communication Services | 4.59 | - |
| Industrials | 0.64 | 22.84 |
| Energy | 1.68 | 12.32 |
Top Comparisons
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.51%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.47%
Kotak Large Cap Fund - Growth
3Y Returns15.09%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.89%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.29%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.82%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.11%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.06%
