Bajaj Finserv Multi Asset Allocation Fund(G) Mutual fund

Bajaj Finserv Multi Asset Allocation Fund(G)

Q: How to Invest in Bajaj Finserv Multi Asset Allocation Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Bajaj Finserv Multi Asset Allocation Fund good?

The Bajaj Finserv Multi Asset Allocation Fund has an AUM of ₹1108.16 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.29%. The risk is Very High against the category average of 49.28.

Q: Is Bajaj Finserv Multi Asset Allocation Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Bajaj Finserv Multi Asset Allocation Fund?

There is no lock-in period applicable on Bajaj Finserv Multi Asset Allocation Fund.

Q: What is the expense ratio of Bajaj Finserv Multi Asset Allocation Fund?

The expense ratio of Bajaj Finserv Multi Asset Allocation Fund is 2.08%.

Hybrid

●

Multi Asset Allocation

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Fund Details

Current NAV

₹10.30

Expense Ratio

2.08%

Min SIP

₹500

Fund Size

₹1108Cr

Min Investment

₹500

Lock In

Scheme Information Document

Exit load: If units are redeemed/switched out within 1 year from the date of allotment: If upto 30% of units allotted are redeemed/switched out - Nil any redemption/switch-out of units in excess of 30% of units allotted - 1% of applicable NAV. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.

Fund Performance

Alpha

0.05%

Beta

0.72

Sharpe Ratio

-0.265

Risk

10.16%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Bajaj Finserv Multi Asset Allocation Fund(G) FAQs

Q1. How to Invest in Bajaj Finserv Multi Asset Allocation Fund through Rupeezy?

Q2. Is Bajaj Finserv Multi Asset Allocation Fund good?

Q3. Is Bajaj Finserv Multi Asset Allocation Fund tax free?

Q4. What is the lock-in period of Bajaj Finserv Multi Asset Allocation Fund?

Q5. What is the expense ratio of Bajaj Finserv Multi Asset Allocation Fund?

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