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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

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tortoise-icon Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)

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tortoise-icon Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Chart Comparison

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

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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