Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
Fund Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹0 Cr ₹86 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹0 ₹5000
Min Addl Investment ₹100 ₹1000
Launch Date 03 Jun 2024 26 Apr 2024
Category Multi Asset Allocation Manufacturing
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) Nifty500 Multicap India Manufacturing 50:30:20 TRI
Turn Over % %
Expense Ratio 0 1.09
Manager Nimesh Chandan Kapil Menon
ISIN Code INF0QA701797 INF277KA1BJ7
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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
1 Month 1.39% 1.86%
6 Month - -
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
6 Month - -
1 Year - 4.21%
3 Year - 4.21%
5 Year - 4.21%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
1 Year 1.24% 6%
3 Year 1.24% 6%
5 Year 1.24% 6%

Risk Management

Scheme Name Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

Market Cap

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

Large Cap - 47.5
Mid Cap - 32.27
Small Cap - 20.03
Others - 0.2

Sector Allocation

Scheme Name

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

Energy - 10.34
Automobile - 26.44
Healthcare - 19.72
Metals & Mining - 12.39
Capital Goods - 14.62
Consumer Discretionary - 4.5
Chemicals - 7.17
Materials - 2.08
Textiles - 1.43
Others - 0.2
Consumer Staples - 0.62
Communication - 0.49

Top Comparisons

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

3Y Returns5.47%

VS

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns5.88%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns5.77%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns5.61%

Compare Now

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns3.44%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns10.61%

Compare Now

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns5.62%

VS

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

3Y Returns5.65%

Compare Now
Request call back
Add to Cart Successfully