Get access to more insightful information
By signing up to Upstox today
Bajaj Finserv Multi Asset Allocation Fund Direct growth
Hybrid • Multi Asset • Direct growth
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Multi Asset
Direct growth
Launched On
03 Jun 2024
0.3 years ago
Lock-in Period
No lock-in
NAV
as of 17 Sep 2024
₹10.98
+0.0082% (0.10)
AUM
₹984 Cr
Expense ratio
0.57%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20%
Units held more than 1Y
12.5%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Equity65.10%
Debt27.42%
Cash7.48%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Defensive
Technology
Consumer Cyclical
Energy
Fund House
Bajaj Finserv
Inc: 05 Jul 2023 • Total AUM: ₹14,783 Cr • Rank #28Bajaj Finserv Mutual Fund was started in September 2021. The fund house is headed by Ganesh Mohan as the MD & CEO. As of 31 March 2024, it has an AUM of ₹10,138 Cr.
Fund Managers
Nimesh Chandan
Experience: 1.19 yrs • Total AUM: 1,47,413 Cr
Siddharth Chaudhary
Experience: 1.19 yrs • Total AUM: 1,52,363 Cr
Sorbh Gupta
Experience: 1.08 yrs • Total AUM: 41,337 Cr
Vinay Bafna
Experience: 0.28 yrs • Total AUM: 5,906 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.