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) ₹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 -0.54% -3.24%
6 Month 13.1% 17.22%
1 Year 10.76% 2.65%
3 Year - 20.17%
5 Year - 32.21%

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 3.3% 5.89%
1 Year 12.64% 6.57%
3 Year - 15.88%
5 Year - 21.71%

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 - 15.83%
Sharp - 0.92%
Beta - 0.76%
Alpha - 0.19%

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 0.41 5.18
Large Cap 84.7 -
Mid Cap 14.89 7.28
Small Cap - 87.54

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 0.41 5.18
Financial Services 99.59 23.21
Communication Services - 7.61
Basic Materials - 11.9
Technology - 5.35
Consumer Cyclical - 15.39
Healthcare - 10.23
Industrials - 19.08
Real Estate - 2.04

Top Comparisons

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

3Y Returns7.44%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns6.84%

Compare Now

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns6.92%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.99%

Compare Now

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

3Y Returns13.21%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns21.73%

Compare Now

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns7.22%

VS

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns7.33%

Compare Now
Add to Cart Successfully