HDFC NIFTY200 Momentum 30 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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HDFC NIFTY200 Momentum 30 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	HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	HDFC NIFTY200 Momentum 30 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)	₹705 Cr	₹37 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹100	₹1000
Launch Date	28 Feb 2024	03 Oct 2017
Category	Index	ELSS
Fund Type	Open Ended	Close Ended
Benchmark	Nifty 200 Momentum 30 TRI	NIFTY SMALLCAP 100 TRI
Turn Over	%	11%
Expense Ratio	0.89	1.42
Manager	Nirman Morakhia	Dwijendra Srivastava
ISIN Code	INF179KC1IB6	INF903JA1AX5
Exits Load	Data not available./365	Data not available./365

Scheme Name	HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	-2.31%	-3.68%
6 Month	10.95%	19.15%
1 Year	-20.05%	-3.23%
3 Year	-	18.47%
5 Year	-	30.36%

Scheme Name	HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	-1.17%	3.35%
1 Year	-9.53%	5.72%
3 Year	-	15.03%
5 Year	-	21.08%

Scheme Name	HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	-11.69%	10.71%
3 Year	-	24.04%
5 Year	-	23.32%

Scheme Name	HDFC NIFTY200 Momentum 30 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%

Scheme Name	HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name	Nirman Morakhia	Dwijendra Srivastava
Total AUM	₹0 Cr	₹14140 Cr
Funds Managed	17	14
	HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Scheme Name	HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	8.03	5.18
Mid Cap	34.43	7.28
Large Cap	57.54	-
Small Cap	-	87.54

Scheme Name	HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.44	5.18
Financial Services	49.08	23.21
Healthcare	8.84	10.23
Consumer Cyclical	6.29	15.39
Basic Materials	4.58	11.9
Industrials	15	19.08
Technology	9.33	5.35
Communication Services	5.02	7.61
Consumer Defensive	1.43	-
Real Estate	-	2.04