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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Bajaj Finserv Multi Asset Allocation Fund 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) | ₹1331 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 | Short Duration |
| 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 | 1.8% | -4.5% |
| 6 Month | 10.28% | -2.56% |
| 1 Year | 15.33% | -4.63% |
| 3 Year | - | 17.7% |
| 5 Year | - | 25.96% |
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 | 6.38% | -1.72% |
| 1 Year | 24.63% | 9.9% |
| 3 Year | - | 12.37% |
| 5 Year | - | 17.47% |
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 | 3.11% | 8.41% |
| 3 Year | - | 23.19% |
| 5 Year | - | 25.01% |
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 | - | 15.86% |
| Sharp | - | 0.75% |
| Beta | - | 0.75% |
| Alpha | - | 1.16% |
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 | 34.7 | 4.39 |
| Large Cap | 44.75 | - |
| Small Cap | 9.15 | 88.98 |
| Mid Cap | 11.4 | 6.63 |
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 | 32.58 | 4.39 |
| Energy | 2.49 | - |
| Utilities | 3.76 | - |
| Financial Services | 24.2 | 22.32 |
| Technology | 6.49 | 6.62 |
| Industrials | 4.39 | 21.01 |
| Basic Materials | 5.62 | 10.79 |
| Consumer Defensive | 5.44 | - |
| Healthcare | 6.66 | 10.92 |
| Consumer Cyclical | 5.76 | 14.97 |
| Communication Services | 2.6 | 7.11 |
| Real Estate | - | 1.87 |
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