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

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tortoise-icon DSP 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 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 Very High
Asset Size (Cr) ₹52 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 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 2.2% 5.17%
6 Month 10.5% 1.95%
1 Year 9% 2.94%
3 Year - 26.4%
5 Year - 35.71%

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 11.25% 15.61%
1 Year 23.2% 16.91%
3 Year - 21.15%
5 Year - 25.75%

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 - 12.13%
3 Year - 23.88%
5 Year - 22.95%

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 - 16.53%
Sharp - 0.91%
Beta - 0.77%
Alpha - 0.16%

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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
Funds Managed 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 0.09 4.12
Large Cap 83.31 -
Mid Cap 16.6 6.54
Small Cap - 89.33

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 0.09 4.12
Financial Services 99.91 26.74
Communication Services - 7.12
Basic Materials - 10.47
Technology - 5.38
Consumer Cyclical - 14.69
Healthcare - 10.06
Industrials - 19.13
Real Estate - 2.27

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