Sundaram Multi Asset Allocation Fund vs Bandhan 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) | ₹2397 Cr | ₹2925 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 | 2.31% | 2.36% |
| 6 Month | 10.06% | 9.56% |
| 1 Year | 13.53% | 15.61% |
| 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 | 5.29% | 6.12% |
| 1 Year | 23.18% | 23.54% |
| 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 | 9.42% | 10.18% |
| 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 | - | - |
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 | 39.2 | 36.43 |
| Large Cap | 35.17 | 52.26 |
| Mid Cap | 11.91 | 8.23 |
| Small Cap | 13.72 | 3.08 |
Sector Allocation
| Scheme Name |
Bandhan Multi Asset Allocation Fund - Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 34.87 | 34.75 |
| Energy | 4.75 | 4.48 |
| Technology | 6.22 | 2.58 |
| Consumer Cyclical | 6.82 | 8.57 |
| Consumer Defensive | 4.5 | 3.72 |
| Industrials | 4.32 | 8.21 |
| Basic Materials | 7.03 | 4.39 |
| Financial Services | 20.07 | 25.05 |
| Healthcare | 4.45 | 2.63 |
| Utilities | 2.3 | 0.98 |
| Communication Services | 3.9 | 4.08 |
| Real Estate | 0.77 | 0.54 |
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