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) | ₹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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