Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare
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
Chart Comparison
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) | ₹11 Cr | ₹38 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Jun 2024 | 03 Oct 2017 |
Category | Index | ELSS |
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 |
Trailing Lumpsum Returns
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 | 0.49% | -2.16% |
6 Month | 4.58% | 8.01% |
1 Year | 8.35% | 1.71% |
3 Year | - | 21.81% |
5 Year | - | 35.07% |
SIP Return Analysis
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 | 2.09% | 11.79% |
1 Year | 8.71% | 14.68% |
3 Year | - | 19.41% |
5 Year | - | 24.2% |
Rolling Lumpsum Returns
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 | 8.76% | 10.71% |
3 Year | - | 24.04% |
5 Year | - | 23.32% |
Risk Management
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 | - | 16.33% |
Sharp | - | 1.13% |
Beta | - | 0.78% |
Alpha | - | 0.84% |
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Fund Managers
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 |
Market Cap
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 | 3.84 |
Small Cap | - | 89.38 |
Mid Cap | - | 6.78 |
Sector Allocation
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 | 3.84 |
Communication Services | - | 7.5 |
Basic Materials | - | 10.9 |
Financial Services | - | 25.75 |
Technology | - | 5.67 |
Consumer Cyclical | - | 15.32 |
Healthcare | - | 10.31 |
Industrials | - | 18.52 |
Real Estate | - | 2.2 |
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