Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs AXIS Nifty Bank Index Fund compare

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AXIS Nifty Bank Index Fund - Regular (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	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹138 Cr	₹37 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹100	₹1000
Launch Date	29 May 2024	03 Oct 2017
Category	Index	ELSS
Fund Type	Open Ended	Close Ended
Benchmark	NIFTY Bank TRI	NIFTY SMALLCAP 100 TRI
Turn Over	%	11%
Expense Ratio	1	1.42
Manager	Karthik Kumar	Dwijendra Srivastava
ISIN Code	INF846K012W4	INF903JA1AX5
Exits Load	Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365	Data not available./365

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	-0.89%	3%
6 Month	14.5%	23.97%
1 Year	5.54%	-1.93%
3 Year	-	18.04%
5 Year	-	31.52%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	0.06%	5.87%
1 Year	10.61%	14.86%
3 Year	-	17.27%
5 Year	-	21.9%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	8.93%	10.71%
3 Year	-	24.04%
5 Year	-	23.32%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.72%
Sharp	-	0.72%
Beta	-	0.76%
Alpha	-	-0.54%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name	Karthik Kumar	Dwijendra Srivastava
Total AUM	₹0 Cr	₹14140 Cr
Funds Managed	9	14
	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.42	5.18
Large Cap	84.67	-
Mid Cap	14.91	7.28
Small Cap	-	87.54

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.42	5.18
Financial Services	99.58	23.21
Communication Services	-	7.61
Basic Materials	-	11.9
Technology	-	5.35
Consumer Cyclical	-	15.39
Healthcare	-	10.23
Industrials	-	19.08
Real Estate	-	2.04