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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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