PGIM India Retirement Fund vs Bajaj Finserv Multi Asset Allocation Fund compare

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

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tortoise-icon PGIM India Retirement Fund - Regular (G)

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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) 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 Very High
Asset Size (Cr) ₹1098 Cr ₹71 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 2.09 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 0.52% 4.01%
6 Month 0.44% 6.97%
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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