DSP Nifty Bank Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
DSP Nifty Bank Index Fund - Regular (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Fund | DSP 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 Risk | Very High Risk |
Asset Size (Cr) | ₹44 Cr | ₹36 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 31 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 | 0.85 | 1.42 |
Manager | Anil Ghelani | Dwijendra Srivastava |
ISIN Code | INF740KA1UN8 | INF903JA1AX5 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Month | 0.77% | -7.06% |
6 Month | -3.83% | -12.74% |
1 Year | - | -1.18% |
3 Year | - | 18.39% |
5 Year | - | 25% |
SIP Return Analysis
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | - | -16.02% |
3 Year | - | 13.62% |
5 Year | - | 24.41% |
Rolling Lumpsum Returns
Scheme Name | DSP 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 | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.979% |
Sharp | - | 0.755% |
Beta | - | 0.792% |
Alpha | - | 0.735% |
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Fund Managers
Scheme Name | DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Name | Anil Ghelani | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Fund Manage | 5 | 14 |
DSP Nifty Bank Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
Scheme Name |
DSP Nifty Bank Index Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 0.54000000000001 | 4.03 |
Large Cap | 91.84 | - |
Mid Cap | 7.62 | 5.76 |
Small Cap | - | 90.27 |
Sector Allocation
Scheme Name |
DSP Nifty Bank Index Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 0.54000000000001 | 4.03 |
Financial | 99.46 | - |
IT - Services | - | 5.58 |
Industrial Products | - | 16.82 |
Chemicals & Petrochemicals | - | 2.76 |
Banks | - | 8.82 |
Consumer Durables | - | 12.17 |
IT - Software | - | 5.62 |
Finance | - | 5.86 |
Entertainment | - | 2.9 |
Pharmaceuticals & Biotechnology | - | 4.17 |
Construction | - | 2.34 |
Auto Components | - | 0.55 |
Leisure Services | - | 6 |
Commercial Services & Supplies | - | 2.66 |
Capital Markets | - | 11.27 |
Realty | - | 2.2 |
Cement & Cement Products | - | 2.41 |
Healthcare Services | - | 3.9 |
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