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

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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 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) ₹427 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 ELSS
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

Trailing Lumpsum Returns

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 0.64% 4.27%
6 Month 3.71% -10.4%
1 Year 7.58% -1.2%
3 Year - 16.23%
5 Year - 35%

SIP Return Analysis

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 1.9% -0.42%
1 Year 7.61% -9.45%
3 Year - 14.97%
5 Year - 23.51%

Rolling Lumpsum Returns

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 - 15.19%
3 Year - 24.65%
5 Year - 21.83%

Risk Management

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

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Fund Managers

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

Market Cap

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 3.78
Small Cap - 89.41
Mid Cap - 6.81

Sector Allocation

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 3.78
Communication Services - 6.75
Industrials - 21.35
Basic Materials - 12.61
Financial Services - 21.82
Technology - 7.53
Consumer Cyclical - 14.43
Healthcare - 9.26
Real Estate - 2.46

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