May 15, 2024
mayank
Bajaj Finserv Multi Asset Allocation Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @chanakyamfguidance
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Past Performance of NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Bajaj Finserv Multi Asset Allocation Fund Open Date, Close Date?
NFO opens on May 13, 2024
NFO will close on May 27, 2024
What is the Investment Strategy?
The scheme seeks 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.
Basic Details
| Fund House | Bajaj Finserv Mutual Fund |
| Issue Open | 13 May 2024 |
| Issue Close | 27 May 2024 |
| Type | Open-ended |
| Category | Hybrid: Multi Asset Allocation |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | For units in excess of 30% of the investment, 1% will be charged for redemption within 1 year |
| Riskometer | Very High |
| Benchmark | NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) |
What is The Benchmark Index of Bajaj Finserv Multi Asset Allocation Fund?
Past Performance of Benchmark Index
| Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Performance Review of the Fund Managers of Bajaj Finserv Multi Asset Allocation Fund?
1) Nimesh Chandan
Education: Mr. Chandan is an MBA in Finance.
Experience: He has good years of experience in capital markets. Prior to joining Bajaj Finserv Mutual Fund, he had been with Canara Robeco MF, ICICI Prudential MF, SBI MF and Aditya Birla Sun Life AMC as fund manager and has also worked with Stratcap Securities and Darashaw and Company.
Past Performance of his Schemes
| Fund | Bajaj Finserv Flexi Cap Fund | It’s Benchmark | Bajaj Finserv Large and Mid Cap Fund | It’s Benchmark |
| 1 Year | — | — | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 15-5-2024
2) Sorbh Gupta
Education: Mr. Gupta is a B.Com, CA and CFA.
Experience: Prior to joining Bajaj Finserv Mutual Fund, he was associated with Quantum Mutual Fund, Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
Past Performance of his Schemes
| Fund | Bajaj Finserv Nifty Bank ETF | It’s Benchmark | Bajaj Finserv Flexi Cap Fund | It’s Benchmark |
| 1 Year | — | — | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 15-5-2024
3) Siddharth Chaudhary
Education: Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience: Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Past Performance of his Schemes
| Fund | Bajaj Finserv Money Market Fund | It’s Benchmark | Bajaj Finserv Arbitrage Fund | It’s Benchmark |
| 1 Year | — | — | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 15-5-2024
4) Vinay Bafna
Education: Mr. Bafna has done MBA, Finance
Experience: Prior to joining Bajaj Finserv Mutual Fund, he has worked with ICICI Securities Ltd.
Past Performance of his Schemes
As on 15-5-2024
Which Company Owns Bajaj Finserv Multi Asset Allocation Fund?
Bajaj Finserv Asset Management Ltd.
Address: 8th floor, E-Core, Solitaire Business Hub (formerly Marvel Edge), Viman Nagar Pune – 411014
Website: https://www.bajajamc.com/
Registrar & Transfer Agent:
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
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Is it good to invest in Bajaj Finserv Multi Asset Allocation NFO?
Guidance for Bajaj Finserv Multi Asset Allocation Fund by Paresh Gordhandas, C.A., Research Analyst.
Will Post Soon
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