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) | ₹54 Cr | ₹38 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 | -2.09% | -0.77% |
6 Month | 14.52% | 10.37% |
1 Year | 9.21% | 2.85% |
3 Year | - | 22.21% |
5 Year | - | 35.18% |
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 | 6.09% | 11.79% |
1 Year | 17.05% | 14.68% |
3 Year | - | 19.41% |
5 Year | - | 24.2% |
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 | - | 12.13% |
3 Year | - | 23.88% |
5 Year | - | 22.95% |
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 | - | 16.33% |
Sharp | - | 1.13% |
Beta | - | 0.78% |
Alpha | - | 0.84% |
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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 | 0.98 | 3.84 |
Large Cap | 83.49 | - |
Mid Cap | 15.53 | 6.78 |
Small Cap | - | 89.38 |
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 | 0.98 | 3.84 |
Financial Services | 99.02 | 25.75 |
Communication Services | - | 7.5 |
Basic Materials | - | 10.9 |
Technology | - | 5.67 |
Consumer Cyclical | - | 15.32 |
Healthcare | - | 10.31 |
Industrials | - | 18.52 |
Real Estate | - | 2.2 |
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