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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Chart Comparison

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)	₹159 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	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

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	-5.75%	-6.05%
6 Month	-9.38%	-7.38%
1 Year	4.11%	4.57%
3 Year	-	18.45%
5 Year	-	24.41%

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	-5.92%	-6.5%
1 Year	-5.73%	-4.9%
3 Year	-	6.9%
5 Year	-	14.27%

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	6.39%	8.19%
3 Year	-	23.05%
5 Year	-	25.08%

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	-	15.63%
Sharp	-	0.83%
Beta	-	0.74%
Alpha	-	1.81%

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	1.83	2.65
Mid Cap	57.77	6.22
Small Cap	40.39	90.17
Large Cap	-	0.96

Scheme Name	Tata Nifty MidSmall Healthcare Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	-0.03	2.65
Healthcare	100.03	10.59
Communication Services	-	7.48
Basic Materials	-	11.07
Financial Services	-	21.91
Technology	-	6.63
Consumer Cyclical	-	17.38
Industrials	-	20.43
Real Estate	-	1.87