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Bajaj Finserv Multi Asset Allocation Fund - Regular Growth

Bajaj Finserv Multi Asset Allocation · Index Funds
High
₹11.96
Current NAV
25 Jun 2026
31.3%
1Y Return
13.3%
3Y CAGR
21.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.93).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.93
Sharpe Ratio
1.13
Beta
4.93
Alpha
1.14
Sortino
Fund Details
Fund House Bajaj Finserv Multi Asset Allocation
Category Index Funds
AUM ₹4480 Cr
Expense Ratio 1.53%
Min SIP ₹500
Min Lumpsum ₹1000
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