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

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tortoise-icon HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

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tortoise-icon 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 ₹36 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

Trailing Lumpsum Returns

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 9.44% 14.95%
6 Month -10.89% -3.01%
1 Year -10.39% 4.32%
3 Year - 24.78%
5 Year - 37.25%

SIP Return Analysis

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 8.37% 11.65%
1 Year -5.58% 10.26%
3 Year - 19.61%
5 Year - 25.18%

Rolling Lumpsum Returns

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 -10.87% 12.13%
3 Year - 23.88%
5 Year - 22.95%

Risk Management

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 - 17.089%
Sharp - 0.604%
Beta - 0.806%
Alpha - 0.237%

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Fund Managers

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

Market Cap

Scheme Name

HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Others -0.21 3.78
Large Cap 65.1 -
Mid Cap 35.11 6.81
Small Cap - 89.41

Sector Allocation

Scheme Name

HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Others -0.21 3.78
Industrials 6.65 21.35
Technology 31.34 7.53
Healthcare 13.95 9.26
Consumer Cyclical 24.27 14.43
Financial Services 8.83 21.82
Basic Materials 2.76 12.61
Energy 1.01 -
Communication Services 9.24 6.75
Consumer Defensive 2.16 -
Real Estate - 2.46

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