Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC NIFTY200 Momentum 30 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 HDFC NIFTY200 Momentum 30 Index Fund - Regular (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) 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 Very High
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 5.07% 5.41%
6 Month -5.68% -25.7%
1 Year - -10.81%
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 0.26% -13.97%
1 Year - -31.32%
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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 33.64 -0.21
Small Cap 9.01 -
Mid Cap 13.75 35.11
Large Cap 43.6 65.1

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

Others 33.52 -0.21
Utilities 6.93 -
Financial Services 18.41 8.83
Technology 9.03 31.34
Industrials 1.99 6.65
Energy 4.55 1.01
Consumer Defensive 12.09 2.16
Consumer Cyclical 4.6 24.27
Basic Materials 5.32 2.76
Healthcare 2.29 13.95
Communication Services 1.27 9.24

Top Comparisons

PGIM India Liquid Fund - Growth PGIM India Liquid Fund - Growth

3Y Returns6.72%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.78%

Compare Now

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns6.45%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns7.16%

Compare Now

Axis Multicap Fund - Regular Plan - Growth Axis Multicap Fund - Regular Plan - Growth

3Y Returns17.84%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns10.56%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.75%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.72%

Compare Now
Add to Cart Successfully