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)	₹123 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	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	2.04%	2.52%
6 Month	11.64%	14.88%
1 Year	6.53%	2.5%
3 Year	-	19.43%
5 Year	-	32.15%

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	5.35%	2.98%
1 Year	19.36%	16.5%
3 Year	-	15.97%
5 Year	-	20.18%

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

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	0.13	4.74
Large Cap	55.45	-
Mid Cap	25.67	7.18
Small Cap	18.75	88.08

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	0.13	4.74
Energy	11.94	-
Industrials	20.8	19.24
Technology	3.62	6.2
Basic Materials	15.59	11.23
Healthcare	20.04	10.73
Consumer Cyclical	27.88	15.36
Communication Services	-	7.99
Financial Services	-	22.63
Real Estate	-	1.88