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Tata Nifty MidSmall Healthcare Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | Tata Nifty MidSmall Healthcare 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) | ₹157 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 100 Equal Weight TRI | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 1.11 | 1.42 |
| Manager | Kapil Menon | Dwijendra Srivastava |
| ISIN Code | INF277KA1BD0 | INF903JA1AX5 |
| Exits Load | Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.5% | -1.19% |
| 6 Month | 11.16% | 16.97% |
| 1 Year | 2.53% | -4.24% |
| 3 Year | - | 18.97% |
| 5 Year | - | 31.81% |
SIP Return Analysis
| Scheme Name | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.49% | 2.01% |
| 1 Year | 12.08% | 12.99% |
| 3 Year | - | 15.59% |
| 5 Year | - | 20.39% |
Rolling Lumpsum Returns
| Scheme Name | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.07% | 9.86% |
| 3 Year | - | 23.72% |
| 5 Year | - | 24.09% |
Risk Management
| Scheme Name | Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | -0.13 | 5.08 |
| Mid Cap | 65.03 | 7.35 |
| Small Cap | 35.1 | 87.57 |
Sector Allocation
| Scheme Name |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | -0.13 | 5.08 |
| Healthcare | 100.13 | 10.64 |
| Communication Services | - | 7.98 |
| Basic Materials | - | 11.61 |
| Financial Services | - | 21.42 |
| Technology | - | 5.91 |
| Consumer Cyclical | - | 16.09 |
| Industrials | - | 19.34 |
| Real Estate | - | 1.94 |
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