- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹82 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 | 2.79% | 3% |
| 6 Month | 4.22% | 14.95% |
| 1 Year | 12.97% | 1.78% |
| 3 Year | - | 19.53% |
| 5 Year | - | 32.17% |
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 | -0.13% | -0.04% |
| 1 Year | 10.65% | 10.15% |
| 3 Year | - | 13.71% |
| 5 Year | - | 19.01% |
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 | 14.35% | 9.86% |
| 3 Year | - | 23.72% |
| 5 Year | - | 24.09% |
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 | - | 15.70% |
| Sharp | - | 0.74% |
| Beta | - | 0.76% |
| Alpha | - | -0.86% |
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 | 7.71 | 4.74 |
| Mid Cap | 4.54 | 7.18 |
| Large Cap | 87.74 | - |
| Small Cap | - | 88.08 |
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 | -0.09 | 4.74 |
| Financial Services | 100.09 | 22.63 |
| Communication Services | - | 7.99 |
| Basic Materials | - | 11.23 |
| Technology | - | 6.2 |
| Consumer Cyclical | - | 15.36 |
| Healthcare | - | 10.73 |
| Industrials | - | 19.24 |
| Real Estate | - | 1.88 |
Top Comparisons
Kotak Flexicap Fund - Growth
3Y Returns16.52%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.19%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.22%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.37%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.63%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.79%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns27.5%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns13.93%
