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

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tortoise-icon Aditya Birla SL Crisil IBX Gilt June 2027 Index 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 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) ₹12 Cr ₹36 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Jun 2024 03 Oct 2017
Category Low Duration Short Duration
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 0.32% -0.58%
6 Month 2.65% 0.18%
1 Year 7.61% 1.02%
3 Year - 21.41%
5 Year - 26.87%

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 1.28% -3.2%
1 Year 6.42% 5.52%
3 Year - 11.45%
5 Year - 17.22%

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 8.38% 8.41%
3 Year - 23.19%
5 Year - 25.01%

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 - 15.86%
Sharp - 0.75%
Beta - 0.75%
Alpha - 1.16%

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 4.39
Small Cap - 88.98
Mid Cap - 6.63

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 4.39
Communication Services - 7.11
Basic Materials - 10.79
Financial Services - 22.32
Technology - 6.62
Consumer Cyclical - 14.97
Healthcare - 10.92
Industrials - 21.01
Real Estate - 1.87

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