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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) | ₹700 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 | Short Duration |
| 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 | -0.9% | -0.66% |
| 6 Month | -0.87% | -0.19% |
| 1 Year | -6.05% | 0.81% |
| 3 Year | - | 21.44% |
| 5 Year | - | 26.87% |
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 | -0.28% | -3.2% |
| 1 Year | 5.73% | 5.52% |
| 3 Year | - | 11.45% |
| 5 Year | - | 17.22% |
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 | -12.74% | 8.41% |
| 3 Year | - | 23.19% |
| 5 Year | - | 25.01% |
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 | - | 15.86% |
| Sharp | - | 0.75% |
| Beta | - | 0.75% |
| Alpha | - | 1.16% |
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 | 8.23 | 4.39 |
| Mid Cap | 34.53 | 6.63 |
| Large Cap | 57.25 | - |
| Small Cap | - | 88.98 |
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 | 4.39 |
| Financial Services | 50.42 | 22.32 |
| Healthcare | 8 | 10.92 |
| Consumer Cyclical | 6.99 | 14.97 |
| Basic Materials | 3.9 | 10.79 |
| Industrials | 14.31 | 21.01 |
| Technology | 9.71 | 6.62 |
| Communication Services | 5.21 | 7.11 |
| Consumer Defensive | 1.46 | - |
| Real Estate | - | 1.87 |
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