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 | 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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