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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) | ₹80 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 | 3.9% | 5.64% |
| 6 Month | 4.61% | 3.37% |
| 1 Year | -0.73% | 3.57% |
| 3 Year | - | 26.68% |
| 5 Year | - | 35.93% |
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 | 12.85% | 15.61% |
| 1 Year | 13.52% | 16.91% |
| 3 Year | - | 21.15% |
| 5 Year | - | 25.75% |
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 | 2.3% | 12.13% |
| 3 Year | - | 23.88% |
| 5 Year | - | 22.95% |
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 | - | 16.53% |
| Sharp | - | 0.91% |
| Beta | - | 0.77% |
| Alpha | - | 0.16% |
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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 | -0.01 | 4.12 |
| Large Cap | 50.25 | - |
| Small Cap | 20.07 | 89.33 |
| Mid Cap | 29.69 | 6.54 |
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 | -0.01 | 4.12 |
| Energy | 18.77 | - |
| Utilities | 11.78 | - |
| Technology | 0.79 | 5.38 |
| Industrials | 30.9 | 19.13 |
| Healthcare | 6.95 | 10.06 |
| Basic Materials | 4.98 | 10.47 |
| Consumer Cyclical | 7.9 | 14.69 |
| Real Estate | 5.1 | 2.27 |
| Communication Services | 12.85 | 7.12 |
| Financial Services | - | 26.74 |
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