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Bajaj Finserv Multi Asset Allocation Fund Direct growth
Hybrid • Multi Asset • Direct growth
Insufficient fund history to generate its report card
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Multi Asset
Direct growth
Launched On
03 Jun 2024
1.5 years ago
Lock-in Period
No lock-in
NAV
as of 12 Dec 2025
₹12.35
+0.747% (0.10)
AUM
₹1,283 Cr
Expense ratio
0.48%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Healthcare
Technology
Consumer Cyclical
Basic Materials
Fund House
Bajaj Finserv
Inc: 05 Jul 2023 • Total AUM: ₹29,381 Cr • Rank #25Bajaj 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
Siddharth Chaudhary
Experience: 2.43 yrs • Total AUM: 2,75,680 Cr
Sorbh Gupta
Experience: 2.32 yrs • Total AUM: 97,076 Cr
Vinay Bafna
Experience: 1.52 yrs • Total AUM: 7,701 Cr
Anup Kulkarni
Experience: yrs • Total AUM: 7,701 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'.
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