HybridMulti Asset AllocationDirect · Growth
Bajaj Finserv Multi Asset Allocation Fund - Direct Growth
Bajaj Finserv · Scheme 152639
₹12.83▼ 0.29%NAV · 2026-09-18
Strong FundScore
AUM
₹1,943 cr
Expense ratio
0.75%
3Y CAGR
—
Risk level
Moderately High
Min SIP
₹500
Benchmark
Multi-asset composite index
Fund manager: Nimesh ChandanExit load: Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 3 Months.
Strong · 73/100
A high-quality fund that scores well on the factors that matter.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 13%.
- ✓1Y return: +15.6%
- ✓Volatility: 10% annualised
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.52
- •Sortino ratio: 0.64
FundScore breakdown
73/100 · Strong
Returns
Strong
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.