BANDHAN INNOVATION FUND REGULAR PLAN GROWTH vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN INNOVATION FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | BANDHAN INNOVATION FUND REGULAR PLAN GROWTH | 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) | ₹1915 Cr | ₹36 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Apr 2024 | 03 Oct 2017 |
| Category | Other Themes | Short Duration |
| Fund Type | Open Ended | Close Ended |
| Benchmark | NIFTY 500 TRI | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 2.11 | 1.42 |
| Manager | Dwijendra Srivastava | |
| ISIN Code | INF194KB1IB8 | INF903JA1AX5 |
| Exits Load | Bandhan Innovation Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN INNOVATION FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.53% | -4.5% |
| 6 Month | 4.73% | -2.56% |
| 1 Year | 0.64% | -4.63% |
| 3 Year | - | 17.7% |
| 5 Year | - | 25.96% |
SIP Return Analysis
| Scheme Name | BANDHAN INNOVATION FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.96% | -1.72% |
| 1 Year | 16.96% | 9.9% |
| 3 Year | - | 12.37% |
| 5 Year | - | 17.47% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN INNOVATION FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.95% | 8.41% |
| 3 Year | - | 23.19% |
| 5 Year | - | 25.01% |
Risk Management
| Scheme Name | BANDHAN INNOVATION FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.86% |
| Sharp | - | 0.75% |
| Beta | - | 0.75% |
| Alpha | - | 1.16% |
Fund Managers
| Scheme Name | BANDHAN INNOVATION FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 95 | 14 |
| BANDHAN INNOVATION FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 12.1 | 4.39 |
| Large Cap | 33.15 | - |
| Small Cap | 36.8 | 88.98 |
| Mid Cap | 17.96 | 6.63 |
Sector Allocation
| Scheme Name |
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 2.12 | 4.39 |
| Energy | 3.16 | - |
| Financial Services | 13.24 | 22.32 |
| Consumer Cyclical | 20.95 | 14.97 |
| Communication Services | 5.25 | 7.11 |
| Industrials | 8.59 | 21.01 |
| Healthcare | 16.15 | 10.92 |
| Technology | 15.26 | 6.62 |
| Basic Materials | 5.11 | 10.79 |
| Consumer Defensive | 5.97 | - |
| Real Estate | 2.86 | 1.87 |
| Utilities | 1.36 | - |
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