HDFC NIFTY200 Momentum 30 Index Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
---|---|---|
Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1110 Cr | ₹705 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Jun 2024 | 28 Feb 2024 |
Category | Multi Asset Allocation | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) | Nifty 200 Momentum 30 TRI |
Turn Over | % | % |
Expense Ratio | 2.08 | 0.89 |
Manager | Nimesh Chandan | Nirman Morakhia |
ISIN Code | INF0QA701797 | INF179KC1IB6 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
---|---|---|
1 Month | -0.49% | -4.7% |
6 Month | -6.8% | -22.68% |
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
---|---|---|
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
---|---|---|
Name | Nimesh Chandan | Nirman Morakhia |
Total AUM | ₹0 Cr | ₹0 Cr |
Fund Manage | 8 | 17 |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
Market Cap
Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
---|---|---|
Others | 34.8 | -0.47 |
Mid Cap | 10.58 | 31.12 |
Large Cap | 44.58 | 69.35 |
Small Cap | 10.04 | - |
Sector Allocation
Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
---|---|---|
Others | 34.8 | -0.47 |
Finance | 5.58 | - |
IT - Software | 8.79 | - |
Transport Services | 1.13 | - |
Banks | 10.96 | - |
Petroleum Products | 2.18 | - |
Diversified FMCG | 6.65 | - |
Consumer Durables | 3.98 | - |
Pharmaceuticals & Biotechnology | 0.67 | - |
Ferrous Metals | 1.81 | - |
Auto Components | 0.97 | - |
Telecom - Services | 0.99 | - |
Gas | 1.21 | - |
Automobiles | 3.25 | - |
Agricultural Food & other Products | 2.33 | - |
Food Products | 2.05 | - |
Oil | 0.36 | - |
Personal Products | 2.18 | - |
Fertilizers & Agrochemicals | 1.43 | - |
Capital Markets | 0.51 | - |
Construction | 1.31 | 8.79 |
Consumable Fuels | 2.94 | - |
Power | 3.92 | - |
Healthcare | - | 16.13 |
Financial | - | 12.93 |
Automobile | - | 22.07 |
Capital Goods | - | 18.83 |
Consumer Staples | - | 2.61 |
Materials | - | 5.71 |
Services | - | 6.42 |
Metals & Mining | - | 2.42 |
Energy | - | 4.56 |
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