Bajaj Finserv Multi Asset Allocation Fund
Bajaj Finserv Multi Asset Allocation Fund is a multi asset allocation fund of Bajaj Finserv Mutual Fund with ₹1,907 cr under management. It is ahead of its benchmark (Nifty 50 TRI 65% + NIFTY Short Duration Debt Index 25% + Domestic Prices of Gold 10%) in 1 of 1 periods. Its direct plan charges 0.73% a year.
What is Bajaj Finserv Multi Asset Allocation Fund invested in?
Has Bajaj Finserv Multi Asset Allocation Fund beaten its benchmark?
Ahead of its benchmark, Nifty 50 TRI 65% + NIFTY Short Duration Debt Index 25% + Domestic Prices of Gold 10%, in 1 of 1 periods in AMFI's figures; +2.32% over the last year against −2.75%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.15% | −3.60% | — |
| 3 months | −2.70% | −5.03% | — |
| 6 months | −2.38% | −1.83% | — |
| 1 year | +1.81% | −4.06% | +5.87 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 6 Jun 2024 | +8.51% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +2.32% | +0.85% | −2.75% | +5.07 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Jun 2024 to 14 Oct 2026₹100 put in at the start of Jun 2024 would be ₹117 on 14 Oct 2026, against ₹100 in the Nifty 500 TRI.
What does Bajaj Finserv Multi Asset Allocation Fund cost?
0.73% a year on the direct plan, 2.19% on the regular plan; 7 of 19 funds in its category charge less.
Who manages Bajaj Finserv Multi Asset Allocation Fund?
Questions people ask
What is the expense ratio of Bajaj Finserv Multi Asset Allocation Fund?
0.73% a year on the direct plan and 2.19% on the regular plan (expense report, Oct 2026).
See Bajaj Finserv Multi Asset Allocation Fund beside your own funds in Valarth
