Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

Link copied to clipboard!

tortoise-icon Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Very High
Asset Size (Cr) ₹11 Cr ₹38 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Jun 2024 03 Oct 2017
Category Index ELSS
Fund Type Open Ended Close Ended
Benchmark CRISIL IBX Gilt Index - June 2027 NIFTY SMALLCAP 100 TRI
Turn Over % 11%
Expense Ratio 0.5 1.42
Manager Dwijendra Srivastava
ISIN Code INF209KC1050 INF903JA1AX5
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month 0.54% -0.77%
6 Month 4.6% 10.37%
1 Year 8.38% 2.85%
3 Year - 22.21%
5 Year - 35.18%

SIP Return Analysis

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month 2.09% 11.79%
1 Year 8.71% 14.68%
3 Year - 19.41%
5 Year - 24.2%

Rolling Lumpsum Returns

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year - 12.13%
3 Year - 23.88%
5 Year - 22.95%

Risk Management

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation - 16.33%
Sharp - 1.13%
Beta - 0.78%
Alpha - 0.84%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name Dwijendra Srivastava
Total AUM ₹14140 Cr
Funds Managed 14
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

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

Others 100 3.84
Small Cap - 89.38
Mid Cap - 6.78

Sector Allocation

Scheme Name

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

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

Others 100 3.84
Communication Services - 7.5
Basic Materials - 10.9
Financial Services - 25.75
Technology - 5.67
Consumer Cyclical - 15.32
Healthcare - 10.31
Industrials - 18.52
Real Estate - 2.2

Top Comparisons

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns29.32%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns20.6%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns16.52%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

Compare Now

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns6.92%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.83%

Compare Now

Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

3Y Returns21.36%

VS

Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

3Y Returns21.36%

Compare Now
Add to Cart Successfully