Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Bajaj Finserv Multi Asset Allocation Fund compare

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Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1184 Cr	₹37 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

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	2.89%	3.73%
6 Month	11.1%	25.35%
1 Year	2.33%	-2.22%
3 Year	-	19.23%
5 Year	-	31.36%

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	3.43%	5.87%
1 Year	12.29%	14.86%
3 Year	-	17.27%
5 Year	-	21.9%

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	6.12%	10.71%
3 Year	-	24.04%
5 Year	-	23.32%

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	-	15.72%
Sharp	-	0.72%
Beta	-	0.76%
Alpha	-	-0.54%

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

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	35.88	5.08
Small Cap	8.7	87.57
Mid Cap	10.94	7.35
Large Cap	44.48	-

Scheme Name	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	35.11	5.08
Utilities	6.06	-
Financial Services	20.17	21.42
Technology	7.36	5.91
Basic Materials	6.92	11.61
Consumer Defensive	12.22	-
Healthcare	5.03	10.64
Consumer Cyclical	3.07	16.09
Communication Services	3.04	7.98
Industrials	1.02	19.34
Energy	0	-
Real Estate	-	1.94