Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon DSP Nifty Bank Index Fund - Regular (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 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 ELSS
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 4.31% 3%
6 Month 5.27% 14.95%
1 Year 12.12% 1.78%
3 Year - 19.53%
5 Year - 32.17%

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 -0.43% -0.04%
1 Year 9.35% 10.15%
3 Year - 13.71%
5 Year - 19.01%

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

Top Comparisons

Aditya Birla Sun Life Low Duration Fund - Growth Plan Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns7%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns7.44%

Compare Now

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns17.56%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns17.53%

Compare Now

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.36%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.33%

Compare Now

Nippon India Gilt Fund - Growth Plan - Growth Option Nippon India Gilt Fund - Growth Plan - Growth Option

3Y Returns6.82%

VS

Quant Gilt Fund Regular - Growth Quant Gilt Fund Regular - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully