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	0.54%	0.54%	-1.92%
6 Month	3.58%	3.58%	-0.26%
1 Year	7.06%	7.06%	-2.94%
3 Year	6.99%	6.99%	18.23%
5 Year	5.81%	5.81%	26.67%

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	1.74%	1.74%	-1.72%
1 Year	7.05%	7.05%	9.9%
3 Year	7.01%	7.01%	12.37%
5 Year	6.56%	6.56%	17.47%

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	7.22%	7.22%	8.69%
3 Year	7.38%	7.38%	23.24%
5 Year	7.87%	7.87%	24.92%

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	0.33%	0.33%	15.86%
Sharp	0.77%	0.77%	0.75%
Beta	-0.02%	-0.02%	0.75%
Alpha	0.29%	0.29%	1.16%

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	4.53
Small Cap	-	-	88.85
Mid Cap	-	-	6.62

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	4.53
Communication Services	-	-	7.98
Basic Materials	-	-	11.74
Financial Services	-	-	23.38
Technology	-	-	6.18
Consumer Cyclical	-	-	15.02
Healthcare	-	-	10.88
Industrials	-	-	18.17
Real Estate	-	-	2.11