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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 | ₹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 |
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 | 1.98% | 2.47% |
| 6 Month | 18.11% | 23.07% |
| 1 Year | 4.86% | -0.92% |
| 3 Year | - | 18% |
| 5 Year | - | 32.78% |
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 | 5.74% | 5.87% |
| 1 Year | 16.84% | 14.86% |
| 3 Year | - | 17.27% |
| 5 Year | - | 21.9% |
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 | - | 15.72% |
| Sharp | - | 0.72% |
| Beta | - | 0.76% |
| Alpha | - | -0.54% |
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 | -0.01 | 5.18 |
| Mid Cap | 65.49 | 7.28 |
| Small Cap | 34.52 | 87.54 |
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 | -0.01 | 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 |
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