Tata Nifty500 Multicap Infrastructure 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 Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	Tata Nifty500 Multicap Infrastructure 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)	₹78 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	Short Duration
Fund Type	Open Ended	Close Ended
Benchmark	Nifty500 Multicap Infrastructure 50:30:20 TRI	NIFTY SMALLCAP 100 TRI
Turn Over	%	11%
Expense Ratio	1.1	1.42
Manager	Kapil Menon	Dwijendra Srivastava
ISIN Code	INF277KA1BP4	INF903JA1AX5
Exits Load	Tata Nifty500 Multicap Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	-1.58%	-2.01%
6 Month	1.98%	-0.93%
1 Year	0.83%	-4.27%
3 Year	-	18.26%
5 Year	-	27.11%

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	1%	-1.72%
1 Year	12.65%	9.9%
3 Year	-	12.37%
5 Year	-	17.47%

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	-2.17%	8.69%
3 Year	-	23.24%
5 Year	-	24.92%

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.86%
Sharp	-	0.75%
Beta	-	0.75%
Alpha	-	1.16%

Scheme Name	Tata Nifty500 Multicap Infrastructure 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 Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	0.33	4.53
Large Cap	51.13	-
Small Cap	17.86	88.85
Mid Cap	30.68	6.62

Scheme Name	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	-0.08	4.53
Energy	17.68	-
Utilities	10.73	-
Industrials	32.76	18.17
Healthcare	7.11	10.88
Basic Materials	5.11	11.74
Consumer Cyclical	7.66	15.02
Real Estate	5.06	2.11
Communication Services	12.59	7.98
Technology	1.4	6.18
Financial Services	-	23.38