• Mutual Funds
  • Bajaj Finserv Mutual Fund
  • Bajaj Finserv Multi Asset Allocation Fund (G)
Best Bajaj FinServ Mutual Fund to Invest in 2024

Bajaj Finserv Multi Asset Allocation Fund (G)

HybridMulti Asset Allocation

10.8313

NAV (Oct 04)

8.313%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.8313

NAV (Oct 4)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
8.3%
6 Month CAGR
NA

Scheme Information

Investment Objective

The scheme seeks to generate income from fixed income instruments and generate capital appreciation for investors by investing in equity and equity related securities including derivatives, Gold ETFs, Silver ETFs, exchange traded commodity derivatives and in units of REITs & InvITs.

Expense Ratio
2.14
Launched (0y ago)
2.14
AUM in Crores
1030.1
ISIN
INF0QA701797
Lock-in
-
Benchmark
NA
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Nimesh Chandan

Fund Manager

Siddharth Chaudhary

Fund Manager

Sorbh Gupta

Fund Manager

Vinay Bafna

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bajaj Finserv Multi Asset Allocation Fund (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-06

Top Stock Holdings

Others

6.5%
6.53%

HDB Financial Services Ltd.

5.1%
5.1%

Kotak Gold ETF

4.9%
4.89%

DSP Gold ETF - Growth

4.9%
4.87%

HDFC Bank Ltd.

3.7%
3.68%
See all holdings

Allocation by Sector

Consumer Staples

13.04%
13.04%

Financial

11.85%
11.85%

Energy

7.27%
7.27%

Technology

6.95%
6.95%

Automobile

5.59%
5.59%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,347 cr

₹ 48,201 cr

₹ 12,399 cr

₹ 24,644 cr

₹ 5,088 cr

amc-img

About the AMC

Bajaj Finserv Mutual Fund

Bajaj Finserv Asset Management Limited, a wholly owned subsidiary of Bajaj Finserv Limited, is all set to establish its presence in the investment solutions industry. Backed by one of India’s most respected and oldest brands, it is set to offer 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.amc-img
phone-img1800-309-3900
Fund NameScripbox Opinion
Till Date CAGR

-

1.61%

-

16.106%

-

8.313%

-

6.795%

-

7.33%

Bajaj Finserv Multi Asset Allocation Fund (G) Review

Bajaj Finserv Multi Asset Allocation Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 8.313% over a period of 0 years. The fund is managed by Bajaj Finserv Mutual Fund. The fund managers are Nimesh Chandan, Siddharth Chaudhary, Sorbh Gupta, Vinay Bafna.

Nav of Bajaj Finserv Multi Asset Allocation Fund (G) as of 10/4/2024 is ₹10.83 with the total AUM as of 10/6/2024 is ₹1030.0956. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bajaj Finserv Multi Asset Allocation Fund (G) was launched on 2024-06-03. The category risk of the fund is null.

The minimum SIP amount for Bajaj Finserv Multi Asset Allocation Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Bajaj Finserv Multi Asset Allocation Fund (G)?

Bajaj Finserv Multi Asset Allocation Fund (G) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Bajaj Finserv Multi Asset Allocation Fund (G)?

You can invest in Bajaj Finserv Multi Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Bajaj Finserv Multi Asset Allocation Fund (G)?

The minimum sip amount for Bajaj Finserv Multi Asset Allocation Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Bajaj Finserv Multi Asset Allocation Fund (G) good to invest in?

As per Scripbox experts, Bajaj Finserv Multi Asset Allocation Fund (G) is a fund. You can investBajaj Finserv Multi Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bajaj Finserv Multi Asset Allocation Fund (G)?

The expense ratio of the Bajaj Finserv Multi Asset Allocation Fund (G) is 2.14% for regular plan.