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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) | ₹148 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 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 | 2.66% | -3.02% |
| 6 Month | 10.31% | 7.07% |
| 1 Year | 13.91% | 0.48% |
| 3 Year | - | 21.2% |
| 5 Year | - | 34.81% |
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 | 9.66% | 10.06% |
| 1 Year | 14.19% | 9.05% |
| 3 Year | - | 17.07% |
| 5 Year | - | 22.71% |
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 | 19.46% | 10.71% |
| 3 Year | - | 24.04% |
| 5 Year | - | 23.32% |
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 | - | 15.83% |
| Sharp | - | 0.92% |
| Beta | - | 0.78% |
| Alpha | - | 0.84% |
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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 | -0.29 | 3.84 |
| Mid Cap | 66 | 6.78 |
| Small Cap | 34.28 | 89.38 |
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 | -0.29 | 3.84 |
| Healthcare | 100.29 | 10.31 |
| Communication Services | - | 7.5 |
| Basic Materials | - | 10.9 |
| Financial Services | - | 25.75 |
| Technology | - | 5.67 |
| Consumer Cyclical | - | 15.32 |
| Industrials | - | 18.52 |
| Real Estate | - | 2.2 |
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