Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Bajaj Finserv Multi Asset Allocation (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Net Receivables / (Payables)
9.6%
DSP Silver ETF
7.8%
HDFC Bank Ltd
7.3%
ITC Ltd
4.8%
Muthoot Finance Limited - NCD & Bonds
4.3%
Indus Towers Ltd Ordinary Shares
4.3%
Axis Finance Limited - NCD & Bonds
4.3%
State Bank of India
4.2%
Hdfc Bank Limited June 2025 Future
3.1%
DSP Gold ETF
2.9%
Top industry exposure
Financial Services
21.5%
Consumer Defensive
12.2%
Utilities
8.7%
Technology
7.0%
Basic Materials
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate income from fixed income instruments and generate capital appreciation for investors by investing in equity and equity related securitiesincluding derivatives, Gold ETFs, Silver ETFs, exchange traded commodity derivatives and in units of REITs & InvITs. However, there is no assurance that the investment objective of the Scheme will be achieved.