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)	₹136 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	2.82%	1.06%
6 Month	6.27%	13.57%
1 Year	11.32%	0.66%
3 Year	-	18.9%
5 Year	-	31.44%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	3.63%	0.77%
1 Year	18.63%	13.73%
3 Year	-	14.78%
5 Year	-	19.28%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	8.49%	9.86%
3 Year	-	23.72%
5 Year	-	24.09%

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.78%
Sharp	-	0.80%
Beta	-	0.75%
Alpha	-	0.27%

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	0.06	4.74
Large Cap	85.36	-
Mid Cap	14.59	7.18
Small Cap	-	88.08

Scheme Name	AXIS Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.06	4.74
Financial Services	99.94	22.63
Communication Services	-	7.99
Basic Materials	-	11.23
Technology	-	6.2
Consumer Cyclical	-	15.36
Healthcare	-	10.73
Industrials	-	19.24
Real Estate	-	1.88