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

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Tata Nifty Financial Services Index Fund-Reg (G)

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

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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)	₹79 Cr	₹38 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

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	-1.73%	-2.16%
6 Month	14.78%	8.01%
1 Year	13.21%	1.71%
3 Year	-	21.81%
5 Year	-	35.07%

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	5.2%	11.79%
1 Year	18.9%	14.68%
3 Year	-	19.41%
5 Year	-	24.2%

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	16.04%	10.71%
3 Year	-	24.04%
5 Year	-	23.32%

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	-	16.33%
Sharp	-	1.13%
Beta	-	0.78%
Alpha	-	0.84%

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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	7.84	3.84
Mid Cap	3.84	6.78
Large Cap	88.32	-
Small Cap	-	89.38

Scheme Name	Tata Nifty Financial Services Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.29	3.84
Financial Services	99.71	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