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

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DSP Nifty Bank Index Fund - Regular (G)

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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)	₹58 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

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	0.49%	2.13%
6 Month	5.29%	-1.54%
1 Year	20.35%	3.53%
3 Year	-	20.7%
5 Year	-	25.99%

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	6.3%	0.38%
1 Year	22.34%	11.98%
3 Year	-	12.33%
5 Year	-	17.32%

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%	8.22%
3 Year	-	23.11%
5 Year	-	25.08%

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.63%
Sharp	-	0.83%
Beta	-	0.74%
Alpha	-	1.81%

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

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.07	4.39
Large Cap	83.6	-
Mid Cap	16.33	8.71
Small Cap	-	86.88

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.07	4.39
Banks	99.93	11.96
IT - Services	-	6.31
Chemicals & Petrochemicals	-	2.24
Consumer Durables	-	10.09
IT - Software	-	5.21
Industrial Products	-	13.86
Finance	-	8.7
Fertilizers & Agrochemicals	-	1
Entertainment	-	2.21
Pharmaceuticals & Biotechnology	-	4.39
Construction	-	2.47
Auto Components	-	0.42
Leisure Services	-	5.16
Commercial Services & Supplies	-	2.18
Capital Markets	-	4.45
Realty	-	1.87
Cement & Cement Products	-	3.32
Textiles & Apparels	-	0.85
Aerospace & Defense	-	2.37
Healthcare Services	-	6.53