NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
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
Chart Comparison
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 | ₹37 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 | FMP | FMP | ELSS |
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 |
Trailing Lumpsum Returns
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 | 1.09% | 1.09% | 2.47% |
6 Month | 3.73% | 3.73% | 23.07% |
1 Year | 7.23% | 7.23% | -0.92% |
3 Year | 6.89% | 6.89% | 18% |
5 Year | 5.75% | 5.75% | 32.78% |
SIP Return Analysis
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 | 2.01% | 2.01% | 5.87% |
1 Year | 7.43% | 7.43% | 14.86% |
3 Year | 7.12% | 7.12% | 17.27% |
5 Year | 6.49% | 6.49% | 21.9% |
Rolling Lumpsum Returns
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 | 7.26% | 7.26% | 10.71% |
3 Year | 7.39% | 7.39% | 24.04% |
5 Year | 7.88% | 7.88% | 23.32% |
Risk Management
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 | 0.39% | 0.39% | 15.72% |
Sharp | 0.38% | 0.38% | 0.72% |
Beta | 0.10% | 0.10% | 0.76% |
Alpha | 0.08% | 0.08% | -0.54% |
Fund Managers
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 |
Market Cap
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 | 5.18 |
Small Cap | - | - | 87.54 |
Mid Cap | - | - | 7.28 |
Sector Allocation
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 | 5.18 |
Communication Services | - | - | 7.61 |
Basic Materials | - | - | 11.9 |
Financial Services | - | - | 23.21 |
Technology | - | - | 5.35 |
Consumer Cyclical | - | - | 15.39 |
Healthcare | - | - | 10.23 |
Industrials | - | - | 19.08 |
Real Estate | - | - | 2.04 |
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