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KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Very High |
| Asset Size (Cr) | ₹427 Cr | ₹36 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 28 Mar 2024 | 03 Oct 2017 |
| Category | Index Fund | ELSS |
| Fund Type | Open Ended | Close Ended |
| Benchmark | NIFTY 100 Equal Weight TRI | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 0.23 | 1.42 |
| Manager | Dwijendra Srivastava | |
| ISIN Code | INF174KA1RI9 | INF903JA1AX5 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.77% | 3.4% |
| 6 Month | 3.76% | -18.09% |
| 1 Year | 7.57% | -3.81% |
| 3 Year | - | 13.58% |
| 5 Year | - | 35.11% |
SIP Return Analysis
| Scheme Name | KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.93% | -7.19% |
| 1 Year | 7.67% | -19.06% |
| 3 Year | - | 11.38% |
| 5 Year | - | 21.65% |
Rolling Lumpsum Returns
| Scheme Name | KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH | 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 | KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH | 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 | KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 95 | 14 |
| KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 100 | 3.78 |
| Small Cap | - | 89.41 |
| Mid Cap | - | 6.81 |
Sector Allocation
| Scheme Name |
KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 100 | 3.78 |
| Communication Services | - | 6.75 |
| Industrials | - | 21.35 |
| Basic Materials | - | 12.61 |
| Financial Services | - | 21.82 |
| Technology | - | 7.53 |
| Consumer Cyclical | - | 14.43 |
| Healthcare | - | 9.26 |
| Real Estate | - | 2.46 |
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