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AXIS Nifty Bank Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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tortoise-icon AXIS Nifty Bank Index Fund - Regular (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 AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund AXIS Nifty Bank Index Fund - Regular (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) ₹150 Cr ₹38 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹1000
Launch Date 29 May 2024 03 Oct 2017
Category Index ELSS
Fund Type Open Ended Close Ended
Benchmark NIFTY Bank TRI NIFTY SMALLCAP 100 TRI
Turn Over % 11%
Expense Ratio 1 1.42
Manager Karthik Kumar Dwijendra Srivastava
ISIN Code INF846K012W4 INF903JA1AX5
Exits Load Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month -2.57% -2.16%
6 Month 12.95% 8.01%
1 Year 8.45% 1.71%
3 Year - 21.81%
5 Year - 35.07%

SIP Return Analysis

Scheme Name AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month 6.04% 11.79%
1 Year 17% 14.68%
3 Year - 19.41%
5 Year - 24.2%

Rolling Lumpsum Returns

Scheme Name AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year 8.93% 10.71%
3 Year - 24.04%
5 Year - 23.32%

Risk Management

Scheme Name AXIS Nifty Bank Index Fund - Regular (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%

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Fund Managers

Scheme Name AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name Karthik Kumar Dwijendra Srivastava
Total AUM ₹0 Cr ₹14140 Cr
Funds Managed 9 14
AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Market Cap

Scheme Name

AXIS Nifty Bank Index Fund - Regular (G)

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

Others 0.57 3.84
Large Cap 83.8 -
Mid Cap 15.63 6.78
Small Cap - 89.38

Sector Allocation

Scheme Name

AXIS Nifty Bank Index Fund - Regular (G)

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

Others 0.57 3.84
Financial Services 99.43 25.75
Communication Services - 7.5
Basic Materials - 10.9
Technology - 5.67
Consumer Cyclical - 15.32
Healthcare - 10.31
Industrials - 18.52
Real Estate - 2.2

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