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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.56 | 28.77 | 1.25 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.18 | 42.78 | 1.79 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | — | — | — |
ICICI Pru Multi-Asset Fund(IDCW-Payout) | 18.56% | 15.34% | 10.19% |
Kotak Multi Asset Allocation Fund(IDCW Payout) | 24.96% | — | 26.41% |
SBI Multi Asset Allocation Fund(M-IDCW Payout) | 19.63% | 15.72% | 8.96% |
Actual
Target
Jun 2024
Sep 2024
Nov 2024
Jun 2024
Sep 2024
Nov 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
7.20 %
Holdings
3.85 %
Holdings
3.18 %
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
₹ 18,538.02 Cr.
Nimesh Chandan
AUM: ₹17,085.19 Cr.
|
Exp: 22yrs
Sorbh Gupta
AUM: ₹9,613.14 Cr.
|
Exp: 11yrs
Siddharth Chaudhary
AUM: ₹18,114.23 Cr.
|
Exp: —
Vinay Bafna
AUM: ₹1,108.16 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%