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) | ₹52 Cr | ₹37 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 | 0.22% | 3.73% |
6 Month | 15.2% | 25.35% |
1 Year | 6.22% | -2.22% |
3 Year | - | 19.23% |
5 Year | - | 31.36% |
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 | 0.12% | 5.87% |
1 Year | 10.76% | 14.86% |
3 Year | - | 17.27% |
5 Year | - | 21.9% |
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 | 8.87% | 10.71% |
3 Year | - | 24.04% |
5 Year | - | 23.32% |
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 | - | 15.72% |
Sharp | - | 0.72% |
Beta | - | 0.76% |
Alpha | - | -0.54% |
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 | 0.22 | 5.08 |
Large Cap | 84.88 | - |
Mid Cap | 14.9 | 7.35 |
Small Cap | - | 87.57 |
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 | 0.22 | 5.08 |
Financial Services | 99.78 | 21.42 |
Communication Services | - | 7.98 |
Basic Materials | - | 11.61 |
Technology | - | 5.91 |
Consumer Cyclical | - | 16.09 |
Healthcare | - | 10.64 |
Industrials | - | 19.34 |
Real Estate | - | 1.94 |
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