HDFC NIFTY200 Momentum 30 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
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) | ₹741 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 | 2.13% | 5.64% |
6 Month | -5.54% | 3.37% |
1 Year | -13.64% | 3.57% |
3 Year | - | 26.68% |
5 Year | - | 35.93% |
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 | 9.2% | 15.99% |
1 Year | -2.54% | 18.93% |
3 Year | - | 20.97% |
5 Year | - | 25.53% |
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 | - | 16.33% |
Sharp | - | 1.13% |
Beta | - | 0.78% |
Alpha | - | 0.84% |
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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 | 7.83 | 4.12 |
Large Cap | 59.97 | - |
Mid Cap | 32.2 | 6.54 |
Small Cap | - | 89.33 |
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 | 1.11 | 4.12 |
Industrials | 6.58 | 19.13 |
Technology | 28.6 | 5.38 |
Healthcare | 13.91 | 10.06 |
Consumer Cyclical | 24.09 | 14.69 |
Financial Services | 10.45 | 26.74 |
Basic Materials | 2.63 | 10.47 |
Energy | 0.99 | - |
Communication Services | 9.41 | 7.12 |
Consumer Defensive | 2.23 | - |
Real Estate | - | 2.27 |
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