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)	₹149 Cr	₹36 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	Short Duration
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	1.63%	-5.23%
6 Month	6.3%	-7.14%
1 Year	21.65%	2.49%
3 Year	-	18.5%
5 Year	-	24.56%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	2.05%	-6.5%
1 Year	11.05%	-4.9%
3 Year	-	6.9%
5 Year	-	14.27%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	10.56%	8.19%
3 Year	-	23.05%
5 Year	-	25.08%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.63%
Sharp	-	0.83%
Beta	-	0.74%
Alpha	-	1.81%

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	-0.03	2.65
Large Cap	79.83	0.96
Mid Cap	20.2	6.22
Small Cap	-	90.17

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	-0.03	2.65
Financial Services	100.03	21.91
Communication Services	-	7.48
Basic Materials	-	11.07
Technology	-	6.63
Consumer Cyclical	-	17.38
Healthcare	-	10.59
Industrials	-	20.43
Real Estate	-	1.87