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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) | ₹1110 Cr | ₹36 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 | 2.32% | 8.98% |
| 6 Month | 2.67% | -2.68% |
| 1 Year | 6.73% | 2.51% |
| 3 Year | - | 25.64% |
| 5 Year | - | 36.87% |
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 | 6.1% | 13.59% |
| 1 Year | 8.33% | 12.48% |
| 3 Year | - | 19.82% |
| 5 Year | - | 25.17% |
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 | - | 17.089% |
| Sharp | - | 0.604% |
| Beta | - | 0.806% |
| Alpha | - | 0.237% |
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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 | 33.64 | 3.78 |
| Small Cap | 9.01 | 89.41 |
| Mid Cap | 13.75 | 6.81 |
| Large Cap | 43.6 | - |
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 | 33.52 | 3.78 |
| Utilities | 6.93 | - |
| Financial Services | 18.41 | 21.82 |
| Technology | 9.03 | 7.53 |
| Industrials | 1.99 | 21.35 |
| Energy | 4.55 | - |
| Consumer Defensive | 12.09 | - |
| Consumer Cyclical | 4.6 | 14.43 |
| Basic Materials | 5.32 | 12.61 |
| Healthcare | 2.29 | 9.26 |
| Communication Services | 1.27 | 6.75 |
| Real Estate | - | 2.46 |
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