Tata Nifty Financial Services Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

Link copied to clipboard!

Tata Nifty Financial Services Index Fund-Reg (G)

Invest Now

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹87 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	Short Duration
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

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	0.35%	1.22%
6 Month	1.97%	-3.83%
1 Year	19.33%	5.41%
3 Year	-	19.92%
5 Year	-	25.1%

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	1.19%	-0.84%
1 Year	10.31%	8.94%
3 Year	-	11.07%
5 Year	-	16.6%

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	14.28%	8.19%
3 Year	-	23.05%
5 Year	-	25.08%

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	-	15.63%
Sharp	-	0.83%
Beta	-	0.74%
Alpha	-	1.81%

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

Scheme Name	Tata Nifty Financial Services Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	12.2	2.65
Mid Cap	7.36	6.22
Large Cap	80.44	0.96
Small Cap	-	90.17

Scheme Name	Tata Nifty Financial Services Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	-0.05	2.65
Financial Services	100.05	21.91
Communication Services	-	7.48
Basic Materials	-	11.07
Technology	-	6.63
Consumer Cyclical	-	17.38
Healthcare	-	10.59
Industrials	-	20.43
Real Estate	-	1.87