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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 | Very High |
| 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 | 5.18% | 7.55% |
| 6 Month | -5.61% | -10.08% |
| 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 | 0.26% | -4.22% |
| 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 |
| Funds Managed | 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 | 33.64 | 4.21 |
| Small Cap | 9.01 | 26.47 |
| Mid Cap | 13.75 | 26.75 |
| Large Cap | 43.6 | 42.58 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 33.52 | 4.21 |
| Utilities | 6.93 | 1.59 |
| Financial Services | 18.41 | 20.86 |
| Technology | 9.03 | 9.48 |
| Industrials | 1.99 | 16.17 |
| Energy | 4.55 | 3.86 |
| Consumer Defensive | 12.09 | 5.38 |
| Consumer Cyclical | 4.6 | 10.65 |
| Basic Materials | 5.32 | 11.04 |
| Healthcare | 2.29 | 11.56 |
| Communication Services | 1.27 | 4.7 |
| Real Estate | - | 0.5 |
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