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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 Risk | Very High Risk |
| 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 | -0.49% | -7.06% |
| 6 Month | -6.8% | -12.74% |
| 1 Year | - | -1.18% |
| 3 Year | - | 18.39% |
| 5 Year | - | 25% |
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 | - | - |
| 1 Year | - | -16.02% |
| 3 Year | - | 13.62% |
| 5 Year | - | 24.41% |
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 | - | 15.979% |
| Sharp | - | 0.755% |
| Beta | - | 0.792% |
| Alpha | - | 0.735% |
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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 |
| Fund Manage | 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 | 34.8 | 4.03 |
| Mid Cap | 10.58 | 5.76 |
| Large Cap | 44.58 | - |
| Small Cap | 10.04 | 90.27 |
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 | 34.8 | 4.03 |
| Finance | 5.58 | 5.86 |
| IT - Software | 8.79 | 5.62 |
| Transport Services | 1.13 | - |
| Banks | 10.96 | 8.82 |
| Petroleum Products | 2.18 | - |
| Diversified FMCG | 6.65 | - |
| Consumer Durables | 3.98 | 12.17 |
| Pharmaceuticals & Biotechnology | 0.67 | 4.17 |
| Ferrous Metals | 1.81 | - |
| Auto Components | 0.97 | 0.55 |
| Telecom - Services | 0.99 | - |
| Gas | 1.21 | - |
| Automobiles | 3.25 | - |
| Agricultural Food & other Products | 2.33 | - |
| Food Products | 2.05 | - |
| Oil | 0.36 | - |
| Personal Products | 2.18 | - |
| Fertilizers & Agrochemicals | 1.43 | - |
| Capital Markets | 0.51 | 11.27 |
| Construction | 1.31 | 2.34 |
| Consumable Fuels | 2.94 | - |
| Power | 3.92 | - |
| IT - Services | - | 5.58 |
| Industrial Products | - | 16.82 |
| Chemicals & Petrochemicals | - | 2.76 |
| Entertainment | - | 2.9 |
| Leisure Services | - | 6 |
| Commercial Services & Supplies | - | 2.66 |
| Realty | - | 2.2 |
| Cement & Cement Products | - | 2.41 |
| Healthcare Services | - | 3.9 |
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