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

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tortoise-icon Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

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tortoise-icon 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) ₹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

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

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

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 - 0.76%
Alpha - 0.19%

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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