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Snapshot
Snapshot
Bajaj Finserv Multi Asset Allocation Fund-Dir (IDCW)
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Summary
Fund Name : Bajaj Finserv Mutual Fund
Scheme Name : Bajaj Finserv Multi Asset Allocation Fund-Dir (IDCW)
AMC : Bajaj Finserv Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 13-May-24
Fund Manager : Sorbh Gupta
Net Assets:(Rs. cr) 1216.11
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -1.02 4.19 5.12 10.08 12.22 NA NA 13.50
Category Avg -0.14 1.71 2.21 6.88 6.34 14.79 16.40 12.84
Category Best 0.91 4.19 8.02 15.52 17.51 24.95 36.01 36.17
Category Worst -2.44 -0.43 -1.47 2.87 -7.12 6.77 7.29 0.44
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.7658 2.7932 0.2683 5.5633 -0.0034
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 6.94
SBI 4.35
Hind. Unilever 3.38
Infosys 2.72
ITC 2.45
Larsen & Toubro 2.11
Tata Steel 2.10
Indian Bank 2.04
TCS 1.96
Bharti Airtel 1.95
GAIL (India) 1.90
Bajaj Finserv 1.84
Glaxosmi. Pharma 1.71
Britannia Inds. 1.43
Power Grid Corpn 1.41
Marico 1.32
CESC 1.32
Canara Bank 1.31
Maruti Suzuki 1.27
Sun Pharma.Inds. 1.25
Eicher Motors 1.24
Asian Paints 1.22
Abbott India 1.20
Mah. Scooters 1.07
Vedanta 1.05
Mahanagar Gas 0.99
NTPC 0.97
Cummins India 0.94
360 ONE 0.92
Aditya AMC 0.89
Natl. Aluminium 0.82
Hindustan Zinc 0.82
HCL Technologies 0.82
Sanofi Consumer 0.81
eClerx Services 0.80
Oracle Fin.Serv. 0.74
ITC Hotels 0.72
Punjab Natl.Bank 0.70
CRISIL 0.66
Hero Motocorp 0.65
M & M 0.63
ICICI Bank 0.61
Emami 0.59
ICRA 0.59
Aptus Value Hou. 0.58
Godrej Consumer 0.43
Ingersoll-Rand 0.18
Axis Finance 4.11
Muthoot Finance 2.08
C C I 1.92
Net CA & Others 1.88
DSP Silver ETF 12.08
Bajaj Finserv Banking and PSU Fund - Dir (G) 4.53
DSP Gold ETF 3.43
Kotak GOLD ETF 2.95
Bajaj Finserv Money Market Fund - Direct (G) 1.90
Mirae AG ETF 0.53
NIFTY -1.30
Power Grid Corpn -0.51
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