Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Bajaj Finserv Multi Asset Allocation Fund compare
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
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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