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

Link copied to clipboard!

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

Invest Now

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Invest Now

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)	₹123 Cr	₹38 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

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	-2.56%	-4.07%
6 Month	10.93%	14.22%
1 Year	-1.46%	3.21%
3 Year	-	19.56%
5 Year	-	32.77%

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	3.09%	5.89%
1 Year	3.44%	6.57%
3 Year	-	15.88%
5 Year	-	21.71%

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	1.59%	10.71%
3 Year	-	24.04%
5 Year	-	23.32%

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	-	15.83%
Sharp	-	0.92%
Beta	-	0.76%
Alpha	-	0.19%

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	-0.68	5.18
Large Cap	53.02	-
Mid Cap	28.3	7.28
Small Cap	19.37	87.54

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	5.18
Energy	12.32	-
Industrials	22.84	19.08
Technology	2.54	5.35
Basic Materials	16.81	11.9
Healthcare	17.68	10.23
Consumer Cyclical	28.5	15.39
Communication Services	-	7.61
Financial Services	-	23.21
Real Estate	-	2.04