Tata Nifty Financial Services 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 Tata Nifty Financial Services Index Fund-Reg (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) Tata Nifty Financial Services Index Fund-Reg (G)
Fund Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹0 Cr ₹35 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 03 Jun 2024 26 Apr 2024
Category Multi Asset Allocation Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) NIFTY Financial Services TRI
Turn Over % %
Expense Ratio 0 1.09
Manager Nimesh Chandan Kapil Menon
ISIN Code INF0QA701797 INF277KA1AX0
Exits Load Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
1 Month -2.41% 1.39%
6 Month - 13.25%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
1 Year - -
3 Year - -
5 Year - -

Risk Management

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (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) Tata Nifty Financial Services Index Fund-Reg (G)
Name Nimesh Chandan Kapil Menon
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 8 5
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)

Market Cap

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty Financial Services Index Fund-Reg (G)

Others - 0.11
Large Cap - 97.33
Small Cap - 0.44
Mid Cap - 2.12

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty Financial Services Index Fund-Reg (G)

Others - 0.11
Financial - 94.66
Insurance - 5.23

Top Comparisons

Bandhan Small Cap Fund - Regular Plan - Growth Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns26.3%

VS

Axis Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

3Y Returns18.12%

Compare Now

DSP Healthcare Fund - Regular Plan - Growth DSP Healthcare Fund - Regular Plan - Growth

3Y Returns22.28%

VS

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns18.17%

Compare Now

Franklin India Pension Plan-Growth Franklin India Pension Plan-Growth

3Y Returns9.01%

VS

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns12.7%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully