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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Bajaj Finserv Multi Asset Allocation Fund compare

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tortoise-icon Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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tortoise-icon Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Chart Comparison

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

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) ₹1110 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 ELSS
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 4.83% 4.31%
6 Month -5.89% -18.2%
1 Year - -0.54%
3 Year - 14.52%
5 Year - 37.23%

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 0.26% -12.13%
1 Year - -21.02%
3 Year - 11.55%
5 Year - 22.49%

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 - 15.19%
3 Year - 24.65%
5 Year - 21.83%

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 - 17.089%
Sharp - 0.604%
Beta - 0.806%
Alpha - 0.237%

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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 33.64 3.78
Small Cap 9.01 89.41
Mid Cap 13.75 6.81
Large Cap 43.6 -

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 33.52 3.78
Utilities 6.93 -
Financial Services 18.41 21.82
Technology 9.03 7.53
Industrials 1.99 21.35
Energy 4.55 -
Consumer Defensive 12.09 -
Consumer Cyclical 4.6 14.43
Basic Materials 5.32 12.61
Healthcare 2.29 9.26
Communication Services 1.27 6.75
Real Estate - 2.46

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