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

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tortoise-icon DSP Nifty Bank Index Fund - Regular (G)

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

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Chart Comparison

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) ₹52 Cr ₹37 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 -0.87% 3%
6 Month 14.64% 23.97%
1 Year 5.57% -1.93%
3 Year - 18.04%
5 Year - 31.52%

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 0.12% 5.87%
1 Year 10.76% 14.86%
3 Year - 17.27%
5 Year - 21.9%

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 8.87% 10.71%
3 Year - 24.04%
5 Year - 23.32%

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 - 15.72%
Sharp - 0.72%
Beta - 0.76%
Alpha - -0.54%

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 0.41 5.18
Large Cap 84.7 -
Mid Cap 14.89 7.28
Small Cap - 87.54

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 0.41 5.18
Financial Services 99.59 23.21
Communication Services - 7.61
Basic Materials - 11.9
Technology - 5.35
Consumer Cyclical - 15.39
Healthcare - 10.23
Industrials - 19.08
Real Estate - 2.04

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