Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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Tata Nifty500 Multicap India Manufacturing 50:30:20 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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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	Tata Nifty500 Multicap India Manufacturing 50:30:20 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)	₹127 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	Manufacturing	Short Duration
Fund Type	Open Ended	Close Ended
Benchmark	Nifty500 Multicap India Manufacturing 50:30:20 TRI	NIFTY SMALLCAP 100 TRI
Turn Over	%	11%
Expense Ratio	1.11	1.42
Manager	Kapil Menon	Dwijendra Srivastava
ISIN Code	INF277KA1BJ7	INF903JA1AX5
Exits Load	Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	-0.41%	-2.57%
6 Month	6.42%	0.79%
1 Year	4.15%	-3.17%
3 Year	-	17.66%
5 Year	-	27.65%

Scheme Name	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	2.42%	-0.93%
1 Year	16.47%	10.05%
3 Year	-	12.54%
5 Year	-	17.68%

Scheme Name	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	0.09%	8.69%
3 Year	-	23.24%
5 Year	-	24.92%

Scheme Name	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.78%
Sharp	-	0.80%
Beta	-	0.75%
Alpha	-	0.27%

Scheme Name	Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Scheme Name	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	1.43	4.53
Large Cap	54.85	-
Mid Cap	25.37	6.62
Small Cap	18.34	88.85

Scheme Name	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	1.43	4.53
Energy	12.47	-
Industrials	20.51	18.17
Basic Materials	16.14	11.74
Healthcare	19.97	10.88
Consumer Cyclical	26.09	15.02
Technology	3.39	6.18
Communication Services	-	7.98
Financial Services	-	23.38
Real Estate	-	2.11