Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹1110 Cr ₹80 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 06 Jun 2024 22 Apr 2024
Category Multi Asset Allocation Index
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 2.08 1.04
Manager Nimesh Chandan Kapil Menon
ISIN Code INF0QA701797 INF277KA1AX0
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 Tata Nifty Financial Services Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
1 Month 3.68% 7.5%
6 Month -0.54% 9.53%
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 3.27% 10.26%
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
Funds Managed 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 33.64 2.06
Small Cap 9.01 0.8
Mid Cap 13.75 4.08
Large Cap 43.6 93.06

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty Financial Services Index Fund-Reg (G)

Others 33.52 -0.03
Utilities 6.93 -
Financial Services 18.41 100.03
Technology 9.03 -
Industrials 1.99 -
Energy 4.55 -
Consumer Defensive 12.09 -
Consumer Cyclical 4.6 -
Basic Materials 5.32 -
Healthcare 2.29 -
Communication Services 1.27 -

Top Comparisons

ICICI Prudential Bond Fund - Growth ICICI Prudential Bond Fund - Growth

3Y Returns8.12%

VS

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns7.79%

Compare Now

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns17.06%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns13.76%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns13.9%

VS

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns14.49%

Compare Now

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns17.71%

VS

DSP Banking & Financial Services Fund - Reg (G) DSP Banking & Financial Services Fund - Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully