Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs DSP Nifty Bank Index Fund compare
DSP Nifty Bank Index Fund - Regular (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Fund | DSP 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) | ₹44 Cr | ₹36 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 31 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 | 0.85 | 1.42 |
Manager | Anil Ghelani | Dwijendra Srivastava |
ISIN Code | INF740KA1UN8 | INF903JA1AX5 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Month | 6.76% | 4.27% |
6 Month | 5.82% | -10.4% |
1 Year | - | -1.2% |
3 Year | - | 16.23% |
5 Year | - | 35% |
SIP Return Analysis
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
6 Month | 8.55% | -0.42% |
1 Year | - | -9.45% |
3 Year | - | 14.97% |
5 Year | - | 23.51% |
Rolling Lumpsum Returns
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Year | - | 15.19% |
3 Year | - | 24.65% |
5 Year | - | 21.83% |
Risk Management
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 17.089% |
Sharp | - | 0.604% |
Beta | - | 0.806% |
Alpha | - | 0.237% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Name | Anil Ghelani | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Funds Managed | 5 | 14 |
DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
Scheme Name |
DSP Nifty Bank Index Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 0.15 | 3.78 |
Large Cap | 84.15 | - |
Mid Cap | 15.7 | 6.81 |
Small Cap | - | 89.41 |
Sector Allocation
Scheme Name |
DSP Nifty Bank Index Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 0.15 | 3.78 |
Financial Services | 99.85 | 21.82 |
Communication Services | - | 6.75 |
Industrials | - | 21.35 |
Basic Materials | - | 12.61 |
Technology | - | 7.53 |
Consumer Cyclical | - | 14.43 |
Healthcare | - | 9.26 |
Real Estate | - | 2.46 |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns14.38%
DSP Equity Opportunities Fund-Regular Plan - Growth
3Y Returns20.52%
Invesco India GILT Fund - Growth
3Y Returns8.14%
LIC MF GILT FUND-Growth
3Y Returns7.25%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns13.6%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns13.52%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns19.35%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns14.95%