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HDFC NIFTY200 Momentum 30 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | HDFC NIFTY200 Momentum 30 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) | ₹705 Cr | ₹36 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 28 Feb 2024 | 03 Oct 2017 |
| Category | Index Fund | ELSS |
| Fund Type | Open Ended | Close Ended |
| Benchmark | Nifty 200 Momentum 30 TRI | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 0.89 | 1.42 |
| Manager | Nirman Morakhia | Dwijendra Srivastava |
| ISIN Code | INF179KC1IB6 | INF903JA1AX5 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.43% | -7.48% |
| 6 Month | -26.77% | -19.49% |
| 1 Year | -13.72% | -0.61% |
| 3 Year | - | 15.94% |
| 5 Year | - | 29.93% |
SIP Return Analysis
| Scheme Name | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | -18.74% | -14.45% |
| 1 Year | -38.96% | -26.63% |
| 3 Year | - | 9.56% |
| 5 Year | - | 21.77% |
Rolling Lumpsum Returns
| Scheme Name | HDFC NIFTY200 Momentum 30 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 | HDFC NIFTY200 Momentum 30 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 | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Nirman Morakhia | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 17 | 14 |
| HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | -0.21 | 3.78 |
| Large Cap | 65.1 | - |
| Mid Cap | 35.11 | 6.81 |
| Small Cap | - | 89.41 |
Sector Allocation
| Scheme Name |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | -0.21 | 3.78 |
| Industrials | 6.65 | 21.35 |
| Technology | 31.34 | 7.53 |
| Healthcare | 13.95 | 9.26 |
| Consumer Cyclical | 24.27 | 14.43 |
| Financial Services | 8.83 | 21.82 |
| Basic Materials | 2.76 | 12.61 |
| Energy | 1.01 | - |
| Communication Services | 9.24 | 6.75 |
| Consumer Defensive | 2.16 | - |
| Real Estate | - | 2.46 |
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