Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF compare
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (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) | ₹245 Cr | ₹36 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹99 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2024 | 03 Oct 2017 |
| Category | Other Themes | Short Duration |
| Fund Type | Open Ended | Close Ended |
| Benchmark | NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 0.74 | 1.42 |
| Manager | Ekta Gala | Dwijendra Srivastava |
| ISIN Code | INF769K01LK6 | INF903JA1AX5 |
| Exits Load | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Fund of Fund - Regular Plan - Growth charges 0.05% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.82% | -2.01% |
| 6 Month | -4.31% | -0.93% |
| 1 Year | -11.86% | -4.27% |
| 3 Year | - | 18.26% |
| 5 Year | - | 27.11% |
SIP Return Analysis
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.71% | -1.72% |
| 1 Year | 4.4% | 9.9% |
| 3 Year | - | 12.37% |
| 5 Year | - | 17.47% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Year | -8.81% | 8.69% |
| 3 Year | - | 23.24% |
| 5 Year | - | 24.92% |
Risk Management
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (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% |
Fund Managers
| Scheme Name | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Ekta Gala | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 4 | 14 |
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 100 | 4.53 |
| Small Cap | - | 88.85 |
| Mid Cap | - | 6.62 |
Sector Allocation
| Scheme Name |
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 100 | 4.53 |
| Communication Services | - | 7.98 |
| Basic Materials | - | 11.74 |
| Financial Services | - | 23.38 |
| Technology | - | 6.18 |
| Consumer Cyclical | - | 15.02 |
| Healthcare | - | 10.88 |
| Industrials | - | 18.17 |
| Real Estate | - | 2.11 |
Top Comparisons
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.3%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.46%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns15.88%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.11%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns10.72%