Bajaj Finserv Multi Asset Allocation Fund Idcw Direct Plan

10.95
NAV (Sep 18,2024)

Introducing the Bajaj Finserv Multi Asset Allocation Fund - IDCW - Direct Plan! With an established date of June 3, 2024, this fund offers a minimum investment of INR 500. Enjoy the flexibility of a lock period of 0 and take advantage of the potential for growth across various asset classes with this fund. Start investing today and make your money work for you.

Bajaj Finserv Multi Asset Allocation Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Bajaj Finserv Multi Asset Allocation Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.64
  • Sortino
    UM_URBAN_MONEY

    1.76

Fund Overview

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

0 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 19, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,721.67 (7.22%)-- (--)-- (--)-- (--)-- (--)
32,165.01 (7.22%)-- (--)-- (--)-- (--)-- (--)
53,608.35 (7.22%)-- (--)-- (--)-- (--)-- (--)
85,773.36 (7.22%)-- (--)-- (--)-- (--)-- (--)
1,07,216.7 (7.22%)-- (--)-- (--)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Multi Asset Allocation Fund - Regular Plan - GrowthHSBC Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

21.46%

Bandhan Multi Asset Allocation Fund - Regular Plan - GrowthBandhan Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

17.39%

Nippon India Multi Asset Allocation Fund - Regular Plan - GrowthNippon India Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.89%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

15.06%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

15.01%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

13.99%

Baroda BNP Paribas Multi Asset Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

13.80%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

11.83%

Quantum Multi Asset Allocation Fund - Regular Plan - GrowthQuantum Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

10.67%

Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - GrowthAditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

7.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

42.03%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

40.63%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

29.40%

Shriram Multi Asset Allocation Fund - Regular Plan - GrowthShriram Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

27.11%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

24.60%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

High

23.27%

WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - GrowthWhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

21.55%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

20.45%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

13.47%

Edelweiss Multi Asset Allocation Fund - Regular Plan - IDCWEdelweiss Multi Asset Allocation Fund - Regular Plan - IDCW

HYBRID

Low to Moderate

7.45%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

23.32%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

21.63%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

19.18%

Nippon India Multi Asset Allocation Fund - Regular Plan - GrowthNippon India Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

16.52%

Tata Multi Asset Opportunities Fund - Regular Plan - GrowthTata Multi Asset Opportunities Fund - Regular Plan - Growth

HYBRID

Very High

15.82%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.04%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

High

13.28%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

9.60%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

9.27%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

28.49%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

22.53%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

17.02%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

High

16.95%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.48%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

12.69%

Fund Managers

NC

Mr. Nimesh ChandanFund Manager

Mr. Nimesh has over 22 years of experience in the Indian Capital Market. He has spent 17 years in Fund Management - managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.

SG

Mr. Sorbh GuptaAssociate Fund Manager

Mr. Sorbh Gupta has over 11 years of overall experience in the equity research. He has been with Quantum Asset Management Company Pvt. Ltd. (Quantum) since March 2011. Prior to Joining Quantum, he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt.Ltd.

SC

Mr. Siddharth ChaudharyFund Manager - Fixed Income

Mr. Siddharth is a B Com and PG Diploma in Securities Markets from the Indian Institute of Capital Markets. He is also a Level II CFA.He jointly manages Sundaram Money Fund, Sundaram Ultra Short-Term Fund, Sundaram Flexible Fund Short-Term Plan, Sundaram Capital Protection Oriented Funds, Sundaram Monthly Income Plan and Sundaram Fixed Income Interval Funds along with Dwijendra Srivastava.His previous experience includes 4 years in Indian Bank as Fixed Income and Derivatives Dealer.

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FAQ's

What is the risk level associated with the Bajaj Finserv Multi Asset Allocation Fund - IDCW - Direct Plan?

The Bajaj Finserv Multi Asset Allocation Fund - IDCW - Direct Plan is a very high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Bajaj Finserv Multi Asset Allocation Fund - IDCW - Direct Plan as of Sep 18,2024?

The current NAV of the Bajaj Finserv Multi Asset Allocation Fund - IDCW - Direct Plan as of Sep 18,2024 is INR 10.95.

What is the minimum investment amount required for the Bajaj Finserv Multi Asset Allocation Fund - IDCW - Direct Plan?

The Bajaj Finserv Multi Asset Allocation Fund - IDCW - Direct Plan has a minimum investment requirement of INR 500.

Is there a systematic investment plan (SIP) available for the Bajaj Finserv Multi Asset Allocation Fund - IDCW - Direct Plan?

Yes, Bajaj Finserv Multi Asset Allocation Fund - IDCW - Direct Plan offers SIP with a minimum investment of INR 500 per month.

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