Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare

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Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)	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)	₹12 Cr	₹37 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹1000	₹1000
Launch Date	06 Jun 2024	03 Oct 2017
Category	Low Duration	Short Duration
Fund Type	Open Ended	Close Ended
Benchmark	CRISIL IBX Gilt Index - June 2027	NIFTY SMALLCAP 100 TRI
Turn Over	%	11%
Expense Ratio	0.5	1.42
Manager		Dwijendra Srivastava
ISIN Code	INF209KC1050	INF903JA1AX5
Exits Load	Data not available./365	Data not available./365

Scheme Name	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	0.38%	-1.62%
6 Month	2.55%	2.84%
1 Year	7.41%	-1.72%
3 Year	-	18%
5 Year	-	27.92%

Scheme Name	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	1.48%	0.65%
1 Year	7.04%	13.61%
3 Year	-	14.3%
5 Year	-	18.98%

Scheme Name	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	8.38%	8.69%
3 Year	-	23.24%
5 Year	-	24.92%

Scheme Name	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-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%

Scheme Name	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name		Dwijendra Srivastava
Total AUM		₹14140 Cr
Funds Managed		14
	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Scheme Name	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	100	4.53
Small Cap	-	88.85
Mid Cap	-	6.62

Scheme Name	Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	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