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) | ₹2702 Cr | ₹3090 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 | 2.96% | 2.93% |
| 6 Month | 12.58% | 11.41% |
| 1 Year | 24.04% | 22.84% |
| 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 | 6.21% | 4.16% |
| 1 Year | 24.86% | 18.66% |
| 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 | 10.12% | 11.19% |
| 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 | 38.31 | 37.54 |
| Large Cap | 36.18 | 50.97 |
| Mid Cap | 11.75 | 8.25 |
| Small Cap | 13.75 | 3.25 |
Sector Allocation
| Scheme Name |
Bandhan Multi Asset Allocation Fund - Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 33.82 | 34.74 |
| Energy | 5.01 | 4.71 |
| Technology | 5.59 | 3.6 |
| Consumer Cyclical | 8.88 | 9.35 |
| Consumer Defensive | 3.46 | 3.44 |
| Industrials | 4.24 | 7.91 |
| Basic Materials | 6.49 | 3.9 |
| Financial Services | 20.75 | 24.76 |
| Healthcare | 5.26 | 1.78 |
| Utilities | 2.28 | 1.17 |
| Communication Services | 3.59 | 4.1 |
| Real Estate | 0.65 | 0.55 |
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