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)	₹77 Cr	₹37 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	1.4%	2.47%
6 Month	14.42%	23.07%
1 Year	-6.12%	-0.92%
3 Year	-	18%
5 Year	-	32.78%

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	1.6%	5.87%
1 Year	8.1%	14.86%
3 Year	-	17.27%
5 Year	-	21.9%

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	-0.13%	10.71%
3 Year	-	24.04%
5 Year	-	23.32%

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	-	15.72%
Sharp	-	0.72%
Beta	-	0.76%
Alpha	-	-0.54%

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	0.19	5.18
Large Cap	51.36	-
Small Cap	18.98	87.54
Mid Cap	29.48	7.28

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	0.19	5.18
Energy	18.1	-
Utilities	11.75	-
Technology	0.64	5.35
Industrials	30.31	19.08
Healthcare	7.49	10.23
Basic Materials	5.6	11.9
Consumer Cyclical	7.73	15.39
Real Estate	4.88	2.04
Communication Services	13.31	7.61
Financial Services	-	23.21