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

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DSP 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	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)	₹58 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	Short Duration
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

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	-0.32%	-3.15%
6 Month	6.5%	-0.12%
1 Year	14.46%	-2.51%
3 Year	-	18.15%
5 Year	-	26.27%

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	3.43%	-3.2%
1 Year	17.69%	5.52%
3 Year	-	11.45%
5 Year	-	17.22%

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	8.5%	8.41%
3 Year	-	23.19%
5 Year	-	25.01%

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.86%
Sharp	-	0.75%
Beta	-	0.75%
Alpha	-	1.16%

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

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.06	4.39
Large Cap	83.6	-
Mid Cap	16.33	6.63
Small Cap	-	88.98

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.06	4.39
Financial Services	99.94	22.32
Communication Services	-	7.11
Basic Materials	-	10.79
Technology	-	6.62
Consumer Cyclical	-	14.97
Healthcare	-	10.92
Industrials	-	21.01
Real Estate	-	1.87