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) | ₹58 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 | Short Duration |
| 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 | 1.54% | -1.92% |
| 6 Month | 7.3% | -0.26% |
| 1 Year | 10.9% | -2.94% |
| 3 Year | - | 18.23% |
| 5 Year | - | 26.67% |
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 | 5.26% | -1.72% |
| 1 Year | 23.17% | 9.9% |
| 3 Year | - | 12.37% |
| 5 Year | - | 17.47% |
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 | 8.5% | 8.69% |
| 3 Year | - | 23.24% |
| 5 Year | - | 24.92% |
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 | - | 15.86% |
| Sharp | - | 0.75% |
| Beta | - | 0.75% |
| Alpha | - | 1.16% |
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 | 0.12 | 4.53 |
| Large Cap | 83.94 | - |
| Mid Cap | 15.94 | 6.62 |
| Small Cap | - | 88.85 |
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 | 0.12 | 4.53 |
| Financial Services | 99.88 | 23.38 |
| Communication Services | - | 7.98 |
| Basic Materials | - | 11.74 |
| Technology | - | 6.18 |
| Consumer Cyclical | - | 15.02 |
| Healthcare | - | 10.88 |
| Industrials | - | 18.17 |
| Real Estate | - | 2.11 |
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