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

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tortoise-icon DSP 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 DSP Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund DSP 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) ₹51 Cr ₹36 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹1000
Launch Date 31 May 2024 03 Oct 2017
Category Index Short Duration
Fund Type Open Ended Close Ended
Benchmark NIFTY Bank TRI NIFTY SMALLCAP 100 TRI
Turn Over % 11%
Expense Ratio 0.85 1.42
Manager Anil Ghelani Dwijendra Srivastava
ISIN Code INF740KA1UN8 INF903JA1AX5
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name DSP Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month 3.94% 2.52%
6 Month 5.31% 14.88%
1 Year 12.78% 2.5%
3 Year - 19.43%
5 Year - 32.15%

SIP Return Analysis

Scheme Name DSP Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month 4.67% 2.98%
1 Year 19.69% 16.5%
3 Year - 15.97%
5 Year - 20.18%

Rolling Lumpsum Returns

Scheme Name DSP Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year 8.5% 9.86%
3 Year - 23.72%
5 Year - 24.09%

Risk Management

Scheme Name DSP Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation - 15.78%
Sharp - 0.80%
Beta - 0.75%
Alpha - 0.27%

Fund Managers

Scheme Name DSP Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name Anil Ghelani Dwijendra Srivastava
Total AUM ₹0 Cr ₹14140 Cr
Funds Managed 5 14
DSP Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Market Cap

Scheme Name

DSP Nifty Bank Index Fund - Regular (G)

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

Others 0.2 4.74
Large Cap 85.24 -
Mid Cap 14.56 7.18
Small Cap - 88.08

Sector Allocation

Scheme Name

DSP Nifty Bank Index Fund - Regular (G)

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

Others 0.2 4.74
Financial Services 99.8 22.63
Communication Services - 7.99
Basic Materials - 11.23
Technology - 6.2
Consumer Cyclical - 15.36
Healthcare - 10.73
Industrials - 19.24
Real Estate - 1.88

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