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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 | ₹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 |
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 | -2.3% | -3.24% |
| 6 Month | 13.9% | 17.22% |
| 1 Year | -3.68% | 2.65% |
| 3 Year | - | 20.17% |
| 5 Year | - | 32.21% |
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 | 1.94% | 5.89% |
| 1 Year | 2.45% | 6.57% |
| 3 Year | - | 15.88% |
| 5 Year | - | 21.71% |
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 | -0.13% | 10.71% |
| 3 Year | - | 24.04% |
| 5 Year | - | 23.32% |
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 | - | 15.83% |
| Sharp | - | 0.92% |
| Beta | - | 0.76% |
| Alpha | - | 0.19% |
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 | 0.19 | 5.18 |
| Large Cap | 51.36 | - |
| Small Cap | 18.98 | 87.54 |
| Mid Cap | 29.48 | 7.28 |
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 | 0.19 | 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 |
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