Bajaj Finserv Multi Asset Allocation Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1207 Cr | ₹38 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Jun 2024 | 03 Oct 2017 |
Category | Multi Asset Allocation | ELSS |
Fund Type | Open Ended | Close Ended |
Benchmark | NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) | NIFTY SMALLCAP 100 TRI |
Turn Over | % | 11% |
Expense Ratio | 2.08 | 1.42 |
Manager | Nimesh Chandan | Dwijendra Srivastava |
ISIN Code | INF0QA701797 | INF903JA1AX5 |
Exits Load | Bajaj Finserv Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Month | -0.5% | -0.77% |
6 Month | 8.97% | 10.37% |
1 Year | 2.34% | 2.85% |
3 Year | - | 22.21% |
5 Year | - | 35.18% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
6 Month | 4.76% | 11.79% |
1 Year | 9.73% | 14.68% |
3 Year | - | 19.41% |
5 Year | - | 24.2% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Year | - | 12.13% |
3 Year | - | 23.88% |
5 Year | - | 22.95% |
Risk Management
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 16.33% |
Sharp | - | 1.13% |
Beta | - | 0.78% |
Alpha | - | 0.84% |
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Fund Managers
Scheme Name | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Name | Nimesh Chandan | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Funds Managed | 8 | 14 |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 34.02 | 3.84 |
Small Cap | 7.84 | 89.38 |
Mid Cap | 13.38 | 6.78 |
Large Cap | 44.76 | - |
Sector Allocation
Scheme Name |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 32.88 | 3.84 |
Utilities | 8.12 | - |
Financial Services | 20.84 | 25.75 |
Technology | 6.97 | 5.67 |
Consumer Defensive | 11.99 | - |
Consumer Cyclical | 1.99 | 15.32 |
Basic Materials | 5.67 | 10.9 |
Healthcare | 4.62 | 10.31 |
Communication Services | 4.59 | 7.5 |
Industrials | 0.64 | 18.52 |
Energy | 1.68 | - |
Real Estate | - | 2.2 |
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