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Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
Chart Comparison
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) | ₹1184 Cr | ₹77 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 | 3.14% | 1.4% |
| 6 Month | 11.3% | 14.42% |
| 1 Year | 2.34% | -6.12% |
| 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 | 3.43% | 1.6% |
| 1 Year | 12.29% | 8.1% |
| 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 | 6.12% | -0.13% |
| 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 | 33.12 | 0.19 |
| Small Cap | 10.22 | 18.98 |
| Mid Cap | 11.99 | 29.48 |
| Large Cap | 44.67 | 51.36 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Others | 32.38 | 0.19 |
| Utilities | 8.54 | 11.75 |
| Financial Services | 20.01 | - |
| Technology | 6.67 | 0.64 |
| Consumer Defensive | 12.33 | - |
| Consumer Cyclical | 3.48 | 7.73 |
| Basic Materials | 7.05 | 5.6 |
| Healthcare | 4.35 | 7.49 |
| Communication Services | 3.83 | 13.31 |
| Industrials | 0.87 | 30.31 |
| Energy | 0.49 | 18.1 |
| Real Estate | - | 4.88 |
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