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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) ₹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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