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Fund Facts
  • Name of Fund:
    Bajaj Finserv Multi Asset Allocation
  • Opening:
    13th May 2024
  • Closing:
    27th May 2024
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs. 500 and in multiples of Re. 1.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units redeemed/switched out are in excess of 30% of the units allotted within 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

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.

  • Benchmark:

  • NIFTY 50

  • Fund Manager:

  • Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary, Vinay Bafna

Asset Allocation

35- 80% Equity
10-55% Money Market
Comparable existing schemes
Baroda BNP Paribas Multi Asset Fund 19.07(6M) 31.00(1Y)
Aditya Birla Sun Life Multi Asset Allocation Fund 14.32(6M) 23.22(1Y)

Fund Prognosis

Idea Distiller

A little bit of every asset class in one fund. Aims to appeal to investors who are typically low volatility loving but better than deposit rates return.

  • Fund House AAUM:

  • Rs 870840.84 Lakhs(as on 31st March, 2024)

  • Fund Manager:

  • Combined experience of above 23 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Nothing particular but aimed for the conservative investor. Don't look for super returns but downside risks are substantial if there is an error in management macros.