NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

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NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

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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	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Low	Average	Very High
Asset Size (Cr)	₹3 Cr	₹3 Cr	₹36 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹0	₹200000	₹250
Min Addl Investment	₹1000	₹1000	₹1000
Launch Date	30 Apr 2007	13 Aug 2025	03 Oct 2017
Category	Other Themes	Other Themes	Short Duration
Fund Type	Close Ended	Open Ended	Close Ended
Benchmark	CRISIL Short-Term Bond Index		NIFTY SMALLCAP 100 TRI
Turn Over	%	%	11%
Expense Ratio	0.17		1.42
Manager			Dwijendra Srivastava
ISIN Code	INF204K01DZ9	INF204K01DZ9	INF903JA1AX5
Exits Load	Data not available./365	/365	Data not available./365

Scheme Name	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	0.49%	0.49%	-2.65%
6 Month	3.64%	3.64%	-4.96%
1 Year	6.92%	6.92%	4.84%
3 Year	6.95%	6.95%	19.4%
5 Year	5.88%	5.88%	25.08%

Scheme Name	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	1.03%	1.03%	-0.02%
1 Year	5.75%	5.75%	10.4%
3 Year	6.6%	6.6%	10.87%
5 Year	6.38%	6.38%	16.35%

Scheme Name	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	7.2%	7.2%	8.19%
3 Year	7.37%	7.37%	23.05%
5 Year	7.86%	7.86%	25.08%

Scheme Name	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	0.34%	0.34%	15.63%
Sharp	0.77%	0.77%	0.83%
Beta	-0.03%	-0.03%	0.74%
Alpha	0.31%	0.31%	1.81%

Scheme Name	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	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
	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Scheme Name	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	100	100	2.65
Small Cap	-	-	90.17
Large Cap	-	-	0.96
Mid Cap	-	-	6.22

Scheme Name	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	100	100	2.65
Communication Services	-	-	7.48
Basic Materials	-	-	11.07
Financial Services	-	-	21.91
Technology	-	-	6.63
Consumer Cyclical	-	-	17.38
Healthcare	-	-	10.59
Industrials	-	-	20.43
Real Estate	-	-	1.87