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) | ₹2077 Cr | ₹2665 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 | -0.42% | -0.45% |
6 Month | 12.33% | 11.01% |
1 Year | 5.45% | 5.73% |
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 | 3.44% | 1.43% |
1 Year | 11.49% | 9.82% |
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 | 9.8% | 10.81% |
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 | 38.03 | 36.48 |
Large Cap | 37.49 | 54.48 |
Mid Cap | 12.47 | 6.19 |
Small Cap | 12.01 | 2.85 |
Sector Allocation
Scheme Name |
Bandhan Multi Asset Allocation Fund - Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 34.23 | 33.78 |
Energy | 5.15 | 5.33 |
Technology | 6.24 | 4.89 |
Consumer Cyclical | 8.56 | 8.24 |
Basic Materials | 5.88 | 4.3 |
Consumer Defensive | 3.73 | 4.6 |
Industrials | 4.49 | 5.93 |
Financial Services | 20.99 | 24.19 |
Healthcare | 4.18 | 3.7 |
Utilities | 2.3 | 1.05 |
Communication Services | 3.44 | 3.62 |
Real Estate | 0.78 | 0.36 |
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