Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
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
Chart Comparison
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) | ₹120 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 | 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 |
Trailing Lumpsum Returns
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 | 1.86% | 1.63% |
6 Month | 4.96% | 5.3% |
1 Year | -1.14% | 4.18% |
3 Year | - | 25.4% |
5 Year | - | 34.93% |
SIP Return Analysis
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 | 11.13% | 15.99% |
1 Year | 12.16% | 18.93% |
3 Year | - | 20.97% |
5 Year | - | 25.53% |
Rolling Lumpsum Returns
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 | 4.44% | 12.13% |
3 Year | - | 23.88% |
5 Year | - | 22.95% |
Risk Management
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 | - | 16.33% |
Sharp | - | 1.13% |
Beta | - | 0.78% |
Alpha | - | 0.84% |
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Fund Managers
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 |
Market Cap
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 | -0.68 | 4.12 |
Large Cap | 53.02 | - |
Mid Cap | 28.3 | 6.54 |
Small Cap | 19.37 | 89.33 |
Sector Allocation
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 | -0.68 | 4.12 |
Energy | 12.32 | - |
Industrials | 22.84 | 19.13 |
Technology | 2.54 | 5.38 |
Basic Materials | 16.81 | 10.47 |
Healthcare | 17.68 | 10.06 |
Consumer Cyclical | 28.5 | 14.69 |
Communication Services | - | 7.12 |
Financial Services | - | 26.74 |
Real Estate | - | 2.27 |
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