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

Link copied to clipboard!

AXIS Nifty Bank Index Fund - Regular (G)

Invest Now

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

Invest Now

Chart Comparison

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)	₹150 Cr	₹38 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	-2.57%	-2.16%
6 Month	12.95%	8.01%
1 Year	8.45%	1.71%
3 Year	-	21.81%
5 Year	-	35.07%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	6.04%	11.79%
1 Year	17%	14.68%
3 Year	-	19.41%
5 Year	-	24.2%

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	-	16.33%
Sharp	-	1.13%
Beta	-	0.78%
Alpha	-	0.84%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	0.57	3.84
Large Cap	83.8	-
Mid Cap	15.63	6.78
Small Cap	-	89.38

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.57	3.84
Financial Services	99.43	25.75
Communication Services	-	7.5
Basic Materials	-	10.9
Technology	-	5.67
Consumer Cyclical	-	15.32
Healthcare	-	10.31
Industrials	-	18.52
Real Estate	-	2.2