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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 | 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 |
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 | -4.24% | -2.65% |
| 6 Month | -3.15% | -4.96% |
| 1 Year | 6.42% | 4.84% |
| 3 Year | - | 19.4% |
| 5 Year | - | 25.08% |
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% | -6.5% |
| 1 Year | -7.94% | -4.9% |
| 3 Year | - | 6.9% |
| 5 Year | - | 14.27% |
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 | -0.2% | 8.19% |
| 3 Year | - | 23.05% |
| 5 Year | - | 25.08% |
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 | - | 15.63% |
| Sharp | - | 0.83% |
| Beta | - | 0.74% |
| Alpha | - | 1.81% |
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 | 0.32 | 2.65 |
| Large Cap | 51.76 | 0.96 |
| Small Cap | 18.9 | 90.17 |
| Mid Cap | 29.02 | 6.22 |
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 | -0.07 | 2.65 |
| Energy | 22.96 | - |
| Utilities | 9.4 | - |
| Industrials | 30.38 | 20.43 |
| Healthcare | 6.28 | 10.59 |
| Basic Materials | 4.48 | 11.07 |
| Consumer Cyclical | 8.8 | 17.38 |
| Real Estate | 4.74 | 1.87 |
| Communication Services | 11.94 | 7.48 |
| Technology | 1.09 | 6.63 |
| Financial Services | - | 21.91 |
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