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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) | ₹160 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 | Short Duration |
| 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 | -1.12% | -2.57% |
| 6 Month | 5.05% | 0.79% |
| 1 Year | 0.81% | -3.17% |
| 3 Year | - | 17.66% |
| 5 Year | - | 27.65% |
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 | -0.38% | -0.93% |
| 1 Year | 7.27% | 10.05% |
| 3 Year | - | 12.54% |
| 5 Year | - | 17.68% |
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% | 8.69% |
| 3 Year | - | 23.24% |
| 5 Year | - | 24.92% |
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 | - | 15.86% |
| Sharp | - | 0.75% |
| Beta | - | 0.75% |
| Alpha | - | 1.16% |
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 | 1.83 | 4.53 |
| Mid Cap | 57.39 | 6.62 |
| Small Cap | 40.78 | 88.85 |
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 | -0.08 | 4.53 |
| Healthcare | 100.08 | 10.88 |
| Communication Services | - | 7.98 |
| Basic Materials | - | 11.74 |
| Financial Services | - | 23.38 |
| Technology | - | 6.18 |
| Consumer Cyclical | - | 15.02 |
| Industrials | - | 18.17 |
| Real Estate | - | 2.11 |
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