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)	₹51 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	2.85%	0.48%
6 Month	5.61%	11.19%
1 Year	13.78%	3.83%
3 Year	-	19.34%
5 Year	-	31.08%

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	3.67%	0.77%
1 Year	18.8%	13.73%
3 Year	-	14.78%
5 Year	-	19.28%

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%	8.8%
3 Year	-	23.32%
5 Year	-	24.75%

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

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	0.2	4.74
Large Cap	85.24	-
Mid Cap	14.56	7.18
Small Cap	-	88.08

Scheme Name	DSP Nifty Bank Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.2	4.74
Financial Services	99.8	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