Multi Asset / Dynamic
Bajaj Finserv Multi Asset Allocation Fund · Direct · Growth
NAV
₹12.4919
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +12.27%
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.54%
SIP returns (XIRR)
- 1Y
- +9.53%
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.93%
Performance Comparison
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Fund Details
Fund HouseBajaj Finserv Mutual Fund
CategoryMulti Asset / Dynamic
Launch Date03 Jun 2024
AMFI Code152639
Transaction facts
Min. Lumpsum₹500
Min. SIP₹500
Exit Loadif units are redeemed switched out within 1 year from the date of allotment if up to 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 purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment no exit load is payable
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
Bajaj Finserv Multi Asset Allocation Fund · Direct · Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.
About This Fund
Bajaj Finserv Multi Asset Allocation Fund · Direct · Growth is a Multi Asset / Dynamic mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 2 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations