Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare

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Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1435 Cr	₹127 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	Manufacturing
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

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
1 Month	2.97%	-3.1%
6 Month	14.26%	0.04%
1 Year	24.03%	10.02%
3 Year	-	-
5 Year	-	-

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
6 Month	5.71%	1.8%
1 Year	23.66%	15.23%
3 Year	-	-
5 Year	-	-

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
1 Year	7.03%	2.13%
3 Year	-	-
5 Year	-	-

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	-	-

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)

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
Others	35.84	-0.01
Large Cap	45.37	55.75
Small Cap	8.72	19.28
Mid Cap	10.07	24.99

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
Others	32.6	-0.01
Energy	3.3	11.93
Utilities	3.62	-
Financial Services	22.48	-
Technology	6.22	2.64
Industrials	5.11	20.02
Basic Materials	5.63	16.41
Consumer Defensive	5.21	-
Real Estate	1.54	0.43
Healthcare	5.99	21.66
Consumer Cyclical	5.55	26.94
Communication Services	2.74	-