KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

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

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Very High
Asset Size (Cr)	₹102 Cr	₹36 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹100	₹1000
Launch Date	28 Mar 2024	03 Oct 2017
Category	Index	Short Duration
Fund Type	Open Ended	Close Ended
Benchmark	NIFTY 100 Equal Weight TRI	NIFTY SMALLCAP 100 TRI
Turn Over	%	11%
Expense Ratio	0.23	1.42
Manager		Dwijendra Srivastava
ISIN Code	INF174KA1RI9	INF903JA1AX5
Exits Load	Data not available./365	Data not available./365

Scheme Name	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	0.48%	-4.5%
6 Month	3.6%	-2.56%
1 Year	7.36%	-4.63%
3 Year	-	17.7%
5 Year	-	25.96%

Scheme Name	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	-	-1.72%
1 Year	2.05%	9.9%
3 Year	-	12.37%
5 Year	-	17.47%

Scheme Name	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	7.33%	8.41%
3 Year	-	23.19%
5 Year	-	25.01%

Scheme Name	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	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%

Scheme Name	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name		Dwijendra Srivastava
Total AUM	₹0 Cr	₹14140 Cr
Funds Managed	95	14
	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Scheme Name	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	100	4.39
Small Cap	-	88.98
Mid Cap	-	6.63

Scheme Name	KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	100	4.39
Communication Services	-	7.11
Basic Materials	-	10.79
Financial Services	-	22.32
Technology	-	6.62
Consumer Cyclical	-	14.97
Healthcare	-	10.92
Industrials	-	21.01
Real Estate	-	1.87