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) | ₹243 Cr | ₹38 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 May 2024 | 03 Oct 2017 |
Category | Domestic Equity FoF | ELSS |
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 | -5.11% | -4.07% |
6 Month | 11.66% | 14.22% |
1 Year | -9.46% | 3.21% |
3 Year | - | 19.56% |
5 Year | - | 32.77% |
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 | 1.54% | 5.89% |
1 Year | -4.91% | 6.57% |
3 Year | - | 15.88% |
5 Year | - | 21.71% |
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 | -5.06% | 10.71% |
3 Year | - | 24.04% |
5 Year | - | 23.32% |
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 | - | 15.83% |
Sharp | - | 0.92% |
Beta | - | 0.76% |
Alpha | - | 0.19% |
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 | 5.18 |
Small Cap | - | 87.54 |
Mid Cap | - | 7.28 |
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 | 5.18 |
Communication Services | - | 7.61 |
Basic Materials | - | 11.9 |
Financial Services | - | 23.21 |
Technology | - | 5.35 |
Consumer Cyclical | - | 15.39 |
Healthcare | - | 10.23 |
Industrials | - | 19.08 |
Real Estate | - | 2.04 |
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