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Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Tata Nifty500 Multicap Infrastructure 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 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) | ₹76 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 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 |
Trailing Lumpsum Returns
| 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 | 6.63% | 8.77% |
| 6 Month | 4.98% | -0.16% |
| 1 Year | 5.35% | 6.04% |
| 3 Year | - | 23.29% |
| 5 Year | - | 38.18% |
SIP Return Analysis
| 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 | 7.59% | 6.02% |
| 1 Year | 3.86% | 0.91% |
| 3 Year | - | 17.65% |
| 5 Year | - | 24.45% |
Rolling Lumpsum Returns
| 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 | - | 15.19% |
| 3 Year | - | 24.65% |
| 5 Year | - | 21.83% |
Risk Management
| 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 | - | 17.089% |
| Sharp | - | 0.604% |
| Beta | - | 0.806% |
| Alpha | - | 0.237% |
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Fund Managers
| 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 |
Market Cap
| 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 | -0.02 | 3.78 |
| Large Cap | 53.81 | - |
| Small Cap | 17.64 | 89.41 |
| Mid Cap | 28.57 | 6.81 |
Sector Allocation
| 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 | -0.02 | 3.78 |
| Energy | 18.49 | - |
| Utilities | 10.38 | - |
| Basic Materials | 7.65 | 12.61 |
| Technology | 0.91 | 7.53 |
| Industrials | 30.81 | 21.35 |
| Healthcare | 6.53 | 9.26 |
| Consumer Cyclical | 8.41 | 14.43 |
| Real Estate | 4.13 | 2.46 |
| Communication Services | 12.7 | 6.75 |
| Financial Services | - | 21.82 |
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