Bandhan Multi Asset Allocation Fund vs Sundaram Multi Asset Allocation Fund compare
Bandhan Multi Asset Allocation Fund - Reg (G)
Sundaram Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
Scheme Name | Bandhan Multi Asset Allocation Fund - Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Fund | Bandhan Multi Asset Allocation Fund - Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹2020 Cr | ₹2688 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Jan 2024 | 25 Jan 2024 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Silver (5), Domestic Price of | NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10) |
Turn Over | % | % |
Expense Ratio | 1.99 | 1.76 |
Manager | Viraj Kulkarni | Rohit Seksaria |
ISIN Code | INF194KB1HJ3 | INF903JA1LH5 |
Exits Load | Bandhan Multi Asset Allocation Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram 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 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Multi Asset Allocation Fund - Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Month | 0.1% | -0.97% |
6 Month | 8.81% | 8.67% |
1 Year | 7.85% | 7.6% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Bandhan Multi Asset Allocation Fund - Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
6 Month | 6.77% | 3.94% |
1 Year | 14.83% | 12.24% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Bandhan Multi Asset Allocation Fund - Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Year | 9.8% | 10.81% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Bandhan Multi Asset Allocation Fund - Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bandhan Multi Asset Allocation Fund - Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Name | Viraj Kulkarni | Rohit Seksaria |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 8 | 15 |
Bandhan Multi Asset Allocation Fund - Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
Market Cap
Scheme Name |
Bandhan Multi Asset Allocation Fund - Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 35.8 | 36.48 |
Large Cap | 36.76 | 54.02 |
Small Cap | 12.95 | 3.15 |
Mid Cap | 14.49 | 6.35 |
Sector Allocation
Scheme Name |
Bandhan Multi Asset Allocation Fund - Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 33.61 | 33.86 |
Energy | 5.57 | 5.5 |
Technology | 5.98 | 6.41 |
Basic Materials | 6.99 | 4.28 |
Consumer Defensive | 3.31 | 4.35 |
Industrials | 4.46 | 5.56 |
Financial Services | 20.27 | 21.85 |
Healthcare | 5.16 | 3.31 |
Consumer Cyclical | 8.58 | 8.94 |
Utilities | 2.41 | 1.08 |
Communication Services | 2.89 | 4.5 |
Real Estate | 0.76 | 0.37 |
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