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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.55 | 31.71 | 1.17 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.19 | 44.14 | 1.73 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
Nifty Short Duration Debt Index |
Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bajaj Finserv Multi Asset Allocation Fund | — | — | — |
ICICI Pru Multi-Asset Fund | 22.57% | 21.50% | 17.17% |
Kotak Multi Asset Allocation Fund | 25.84% | — | 27.39% |
SBI Multi Asset Allocation Fund | 19.37% | 16.04% | 12.51% |
Actual
Target
Jun 2024
Sep 2024
Oct 2024
Jun 2024
Sep 2024
Oct 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
6.92 %
Holdings
3.98 %
Holdings
3.25 %
Bajaj Finserv Asset Management Limited, a wholly owned subsidiary of Bajaj Finserv Limited, is backed by one of India’s most respected and oldest brands, it offers a host of innovative products and solutions to every Indian. With a future-focused and differentiated investment strategy, its ambition is to help every Indian achieve his/her financial goals.
No.of Schemes
11
Total AUM
₹ 17,554.75 Cr.
Nimesh Chandan
AUM: ₹16,509.51 Cr.
|
Exp: 22yrs
Sorbh Gupta
AUM: ₹8,955.62 Cr.
|
Exp: 11yrs
Siddharth Chaudhary
AUM: ₹17,554.75 Cr.
|
Exp: —
Vinay Bafna
AUM: ₹1,098.34 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%