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)	₹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

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	0.89%	-0.54%
6 Month	8.75%	15.71%
1 Year	-3.17%	-4.67%
3 Year	-	19.22%
5 Year	-	32.43%

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%	2.01%
1 Year	10.72%	12.99%
3 Year	-	15.59%
5 Year	-	20.39%

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%	9.86%
3 Year	-	23.72%
5 Year	-	24.09%

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	-	15.70%
Sharp	-	0.74%
Beta	-	0.76%
Alpha	-	-0.86%

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	0.07	5.08
Large Cap	52.02	-
Small Cap	18.89	87.57
Mid Cap	29.02	7.35

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	5.08
Energy	17.83	-
Utilities	11.36	-
Technology	1.56	5.91
Industrials	29.95	19.34
Healthcare	7.38	10.64
Basic Materials	5.81	11.61
Consumer Cyclical	7.86	16.09
Real Estate	4.84	1.94
Communication Services	13.34	7.98
Financial Services	-	21.42