Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)

Invest Now

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 Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
Fund Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1284 Cr ₹79 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 Infrastructure 50:30:20 TRI
Turn Over % %
Expense Ratio 2.08 1.1
Manager Nimesh Chandan Kapil Menon
ISIN Code INF0QA701797 INF277KA1BP4
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 Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G)
1 Month 3.18% -1.67%
6 Month 10.92% 2.31%
1 Year 13.58% 0.56%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
6 Month 7.6% 1.54%
1 Year 25.52% 12.51%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
1 Year 3.11% -2.17%
3 Year - -
5 Year - -

Risk Management

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty500 Multicap Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G)

Market Cap

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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

Others 33.08 0.33
Large Cap 47.36 51.13
Small Cap 9.08 17.86
Mid Cap 10.48 30.68

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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

Others 31.54 -0.08
Energy 2.45 17.68
Utilities 5.27 10.73
Financial Services 23.69 -
Technology 6.53 1.4
Industrials 4.59 32.76
Basic Materials 5.82 5.11
Consumer Defensive 8.15 -
Healthcare 5.66 7.11
Consumer Cyclical 4.27 7.66
Communication Services 2.02 12.59
Real Estate - 5.06

Top Comparisons

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns15.82%

VS

Baroda BNP Paribas Small Cap Fund - Regular (G) Baroda BNP Paribas Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns14.01%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns35.52%

Compare Now

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns7.06%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns7.23%

Compare Now

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns18.77%

VS

Bandhan Small Cap Fund Regular Growth Bandhan Small Cap Fund Regular Growth

3Y Returns28.53%

Compare Now
Add to Cart Successfully