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AXIS Nifty Bank Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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tortoise-icon AXIS Nifty Bank Index Fund - Regular (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 AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund AXIS Nifty Bank Index Fund - Regular (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) ₹124 Cr ₹36 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹1000
Launch Date 29 May 2024 03 Oct 2017
Category Index Fund ELSS
Fund Type Open Ended Close Ended
Benchmark NIFTY Bank TRI NIFTY SMALLCAP 100 TRI
Turn Over % 11%
Expense Ratio 1 1.42
Manager Karthik Kumar Dwijendra Srivastava
ISIN Code INF846K012W4 INF903JA1AX5
Exits Load Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month 5.05% 4.31%
6 Month -4.33% -18.2%
1 Year - -0.54%
3 Year - 14.52%
5 Year - 37.23%

SIP Return Analysis

Scheme Name AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month 0.7% -12.13%
1 Year - -21.02%
3 Year - 11.55%
5 Year - 22.49%

Rolling Lumpsum Returns

Scheme Name AXIS Nifty Bank Index Fund - Regular (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 AXIS Nifty Bank Index Fund - Regular (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 AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name Karthik Kumar Dwijendra Srivastava
Total AUM ₹0 Cr ₹14140 Cr
Funds Managed 9 14
AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Market Cap

Scheme Name

AXIS Nifty Bank Index Fund - Regular (G)

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

Others 0.17 3.78
Large Cap 84.27 -
Mid Cap 15.56 6.81
Small Cap - 89.41

Sector Allocation

Scheme Name

AXIS Nifty Bank Index Fund - Regular (G)

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

Others 0.17 3.78
Financial Services 99.83 21.82
Communication Services - 6.75
Industrials - 21.35
Basic Materials - 12.61
Technology - 7.53
Consumer Cyclical - 14.43
Healthcare - 9.26
Real Estate - 2.46

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