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)	₹71 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	ELSS
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	7.94%	3%
6 Month	6.79%	14.95%
1 Year	-5.92%	1.78%
3 Year	-	19.53%
5 Year	-	32.17%

Scheme Name	Tata Nifty Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	-4.44%	-0.04%
1 Year	-8.79%	10.15%
3 Year	-	13.71%
5 Year	-	19.01%

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%	9.86%
3 Year	-	23.72%
5 Year	-	24.09%

Scheme Name	Tata Nifty Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.70%
Sharp	-	0.74%
Beta	-	0.76%
Alpha	-	-0.86%

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	-0.09	4.74
Mid Cap	48.19	7.18
Small Cap	15.46	88.08
Large Cap	36.44	-

Scheme Name	Tata Nifty Realty Index Fund - Regular (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	-0.09	4.74
Real Estate	100.09	1.88
Industrials	0	19.24
Communication Services	-	7.99
Basic Materials	-	11.23
Financial Services	-	22.63
Technology	-	6.2
Consumer Cyclical	-	15.36
Healthcare	-	10.73