Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G)
Fund Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1110 Cr ₹126 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
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) NIFTY 100 Equal Weight TRI
Turn Over % %
Expense Ratio 2.08 1.11
Manager Nimesh Chandan Kapil Menon
ISIN Code INF0QA701797 INF277KA1BD0
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 MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G)
1 Month 5.18% 9.16%
6 Month -5.61% -3.91%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
6 Month 0.26% -2.57%
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

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

Risk Management

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G)

Market Cap

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

Others 33.64 -0.2
Small Cap 9.01 33.82
Mid Cap 13.75 66.38
Large Cap 43.6 -

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

Others 33.52 -0.2
Utilities 6.93 -
Financial Services 18.41 -
Technology 9.03 -
Industrials 1.99 -
Energy 4.55 -
Consumer Defensive 12.09 -
Consumer Cyclical 4.6 -
Basic Materials 5.32 -
Healthcare 2.29 100.2
Communication Services 1.27 -

Top Comparisons

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.54%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns6.47%

Compare Now

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns6.9%

VS

Mirae Asset Money Market Fund Regular Growth Mirae Asset Money Market Fund Regular Growth

3Y Returns6.6%

Compare Now

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.54%

VS

Mirae Asset Low Duration Fund- Growth Mirae Asset Low Duration Fund- Growth

3Y Returns6.34%

Compare Now

BANDHAN Core Equity Fund - Regular Plan - Growth BANDHAN Core Equity Fund - Regular Plan - Growth

3Y Returns21.18%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns14.66%

Compare Now
Add to Cart Successfully