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

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Tata Nifty MidSmall Healthcare 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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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹161 Cr	₹37 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

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	-0.51%	-4.07%
6 Month	16.91%	14.22%
1 Year	12.73%	3.21%
3 Year	-	19.56%
5 Year	-	32.77%

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	7.06%	5.89%
1 Year	14.09%	6.57%
3 Year	-	15.88%
5 Year	-	21.71%

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	19.46%	10.71%
3 Year	-	24.04%
5 Year	-	23.32%

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	-	15.83%
Sharp	-	0.92%
Beta	-	0.76%
Alpha	-	0.19%

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

Scheme Name	Tata Nifty MidSmall Healthcare Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	-0.01	5.18
Mid Cap	65.49	7.28
Small Cap	34.52	87.54

Scheme Name	Tata Nifty MidSmall Healthcare Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	-0.01	5.18
Healthcare	100.01	10.23
Communication Services	-	7.61
Basic Materials	-	11.9
Financial Services	-	23.21
Technology	-	5.35
Consumer Cyclical	-	15.39
Industrials	-	19.08
Real Estate	-	2.04