DSP Nifty Bank Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
DSP Nifty Bank Index Fund - Regular (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
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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