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PGIM India Retirement Fund vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
PGIM India Retirement Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹1110 Cr | ₹73 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Jun 2024 | 09 Apr 2024 |
| Category | Multi Asset Allocation | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) | BSE 500 |
| Turn Over | % | % |
| Expense Ratio | 2.08 | 2.31 |
| Manager | Nimesh Chandan | Vinay Paharia |
| ISIN Code | INF0QA701797 | INF663L01Y46 |
| 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) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 1 Month | -0.49% | -3.91% |
| 6 Month | -6.8% | -8.16% |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Name | Nimesh Chandan | Vinay Paharia |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Fund Manage | 8 | 10 |
| Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
Market Cap
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 34.8 | - |
| Mid Cap | 10.58 | - |
| Large Cap | 44.58 | - |
| Small Cap | 10.04 | - |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 34.8 | - |
| 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 | - |
| Consumable Fuels | 2.94 | - |
| Power | 3.92 | - |
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