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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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tortoise-icon Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

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tortoise-icon 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 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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