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

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Tata Nifty Realty Index Fund - Regular (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 Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	Tata Nifty Realty Index Fund - Regular (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)	₹50 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 Realty TRI	NIFTY SMALLCAP 100 TRI
Turn Over	%	11%
Expense Ratio	1.1	1.42
Manager	Kapil Menon	Dwijendra Srivastava
ISIN Code	INF277KA1AL5	INF903JA1AX5
Exits Load	Tata Nifty Realty 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 Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	-8.34%	-4.45%
6 Month	-14.51%	-1.87%
1 Year	-23%	-4.57%
3 Year	-	18.02%
5 Year	-	26.02%

Scheme Name	Tata Nifty Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	-3.67%	-1.72%
1 Year	-1.87%	9.9%
3 Year	-	12.37%
5 Year	-	17.47%

Scheme Name	Tata Nifty Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	-12.87%	8.69%
3 Year	-	23.24%
5 Year	-	24.92%

Scheme Name	Tata Nifty Realty Index Fund - Regular (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%

Scheme Name	Tata Nifty Realty Index Fund - Regular (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 Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Scheme Name	Tata Nifty Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	-0.25	4.39
Mid Cap	50.51	6.63
Small Cap	14.22	88.98
Large Cap	35.53	-

Scheme Name	Tata Nifty Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	-0.25	4.39
Real Estate	100.25	1.87
Communication Services	-	7.11
Basic Materials	-	10.79
Financial Services	-	22.32
Technology	-	6.62
Consumer Cyclical	-	14.97
Healthcare	-	10.92
Industrials	-	21.01