Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (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) | ₹231 Cr | ₹36 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2024 | 03 Oct 2017 |
| Category | Other Themes | Short Duration |
| Fund Type | Open Ended | Close Ended |
| Benchmark | NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 0.74 | 1.42 |
| Manager | Ekta Gala | Dwijendra Srivastava |
| ISIN Code | INF769K01LK6 | INF903JA1AX5 |
| Exits Load | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Fund of Fund - Regular Plan - Growth charges 0.05% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.47% | 1.06% |
| 6 Month | 5.57% | 13.57% |
| 1 Year | -8.51% | 0.66% |
| 3 Year | - | 18.9% |
| 5 Year | - | 31.44% |
SIP Return Analysis
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.11% | 2.98% |
| 1 Year | 5.58% | 16.5% |
| 3 Year | - | 15.97% |
| 5 Year | - | 20.18% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Year | -8.81% | 9.86% |
| 3 Year | - | 23.72% |
| 5 Year | - | 24.09% |
Risk Management
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.78% |
| Sharp | - | 0.80% |
| Beta | - | 0.75% |
| Alpha | - | 0.27% |
Fund Managers
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Ekta Gala | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 4 | 14 |
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 100 | 4.74 |
| Small Cap | - | 88.08 |
| Mid Cap | - | 7.18 |
Sector Allocation
| Scheme Name |
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 100 | 4.74 |
| Communication Services | - | 7.99 |
| Basic Materials | - | 11.23 |
| Financial Services | - | 22.63 |
| Technology | - | 6.2 |
| Consumer Cyclical | - | 15.36 |
| Healthcare | - | 10.73 |
| Industrials | - | 19.24 |
| Real Estate | - | 1.88 |
Top Comparisons
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns15.66%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns20.52%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.12%
HSBC Multi Asset Active FOF - Growth
3Y Returns14.83%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.87%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns12.44%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.05%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns14.9%