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Tata Nifty Financial Services Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Tata Nifty Financial Services Index Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | Tata Nifty Financial Services Index Fund-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) | ₹80 Cr | ₹36 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Apr 2024 | 03 Oct 2017 |
| Category | Index | ELSS |
| Fund Type | Open Ended | Close Ended |
| Benchmark | NIFTY Financial Services TRI | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 1.04 | 1.42 |
| Manager | Kapil Menon | Dwijendra Srivastava |
| ISIN Code | INF277KA1AX0 | INF903JA1AX5 |
| Exits Load | Tata Nifty Financial Services Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.52% | 8.98% |
| 6 Month | 5.08% | -2.68% |
| 1 Year | 16.98% | 2.51% |
| 3 Year | - | 25.64% |
| 5 Year | - | 36.87% |
SIP Return Analysis
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.99% | 13.59% |
| 1 Year | 19.93% | 12.48% |
| 3 Year | - | 19.82% |
| 5 Year | - | 25.17% |
Rolling Lumpsum Returns
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.48% | 12.13% |
| 3 Year | - | 23.88% |
| 5 Year | - | 22.95% |
Risk Management
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 17.089% |
| Sharp | - | 0.604% |
| Beta | - | 0.806% |
| Alpha | - | 0.237% |
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Fund Managers
| Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Kapil Menon | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 5 | 14 |
| Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Nifty Financial Services Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 2.06 | 3.78 |
| Mid Cap | 4.08 | 6.81 |
| Large Cap | 93.06 | - |
| Small Cap | 0.8 | 89.41 |
Sector Allocation
| Scheme Name |
Tata Nifty Financial Services Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | -0.03 | 3.78 |
| Financial Services | 100.03 | 21.82 |
| Communication Services | - | 6.75 |
| Industrials | - | 21.35 |
| Basic Materials | - | 12.61 |
| Technology | - | 7.53 |
| Consumer Cyclical | - | 14.43 |
| Healthcare | - | 9.26 |
| Real Estate | - | 2.46 |
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