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Sundaram Multi Asset Allocation Fund vs Bandhan Multi Asset Allocation Fund compare

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tortoise-icon Bandhan Multi Asset Allocation Fund - Reg (G)

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tortoise-icon Sundaram Multi Asset Allocation Fund-Reg (G)

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Chart Comparison

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

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) ₹2523 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 2.15% 0.38%
6 Month 10.86% 9.04%
1 Year 20.9% 20.38%
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 6.13% 4.14%
1 Year 24.77% 18.53%
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 10.05% 11.07%
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 19.14 34.53
Large Cap 39.04 52.35
Mid Cap 12.92 9.64
Small Cap 13.81 3.34

Sector Allocation

Scheme Name

Bandhan Multi Asset Allocation Fund - Reg (G)

Sundaram Multi Asset Allocation Fund-Reg (G)

Others 19.14 34.53
Petroleum Products 4.01 4.63
IT - Software 4.34 3.28
IT - Services 0.66 -
Personal Products 1.67 -
Transport Services 1.23 1.17
Construction 0.49 3.45
Ferrous Metals 1.34 -
Banks 13.98 15.63
Pharmaceuticals & Biotechnology 4.64 1.51
Non - Ferrous Metals 0.19 -
Cement & Cement Products 0.66 2.35
Electrical Equipment 0.5 -
Telecom - Equipment & Accessories 0.46 -
Consumer Durables 3.07 0.9
Industrial Manufacturing 0.36 -
Leisure Services 0.6 1.38
Automobiles 2.34 6.09
Chemicals & Petrochemicals 0.67 0.53
Telecom - Services 1.85 4.13
Insurance 2.14 0.39
Finance 4.05 5.57
Diversified FMCG 0.02 1.4
Industrial Products 0.7 1.47
Retailing 3.93 -
Beverages 1.65 1.06
Diversified Metals 0.52 -
Power 2.1 0.67
Realty 0.74 0.51
Oil 0.39 -
Auto Components 1.25 1.51
Gas 0.22 0.24
Textiles & Apparels 0.43 -
Capital Markets 0.32 2.13
Financial Technology (Fintech) 0.47 0.95
Fertilizers & Agrochemicals 0.52 1.44
Minerals & Mining 1.52 -
Agricultural Food & other Products 0.36 0.99
Commercial Services & Supplies 0.58 -
Food Products 0.48 -
Healthcare Services 0.32 0.73
Aerospace & Defense - 1.22

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