NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Fund | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low Risk | Very High Risk |
Asset Size (Cr) | ₹3 Cr | ₹36 Cr |
Min Investment | ₹200000 | ₹5000 |
Min SIP Invesment | ₹0 | ₹250 |
Min Addl Investment | ₹200000 | ₹1000 |
Launch Date | 30 Apr 2007 | 03 Oct 2017 |
Category | FMP | ELSS |
Fund Type | Close Ended | Close Ended |
Benchmark | CRISIL Short-Term Bond Index | NIFTY SMALLCAP 100 TRI |
Turn Over | % | 11% |
Expense Ratio | 0.17 | 1.42 |
Manager | Dwijendra Srivastava | |
ISIN Code | INF204K01DZ9 | INF903JA1AX5 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Month | 0.59% | -7.06% |
6 Month | 3.52% | -12.74% |
1 Year | 7.08% | -1.18% |
3 Year | 6.33% | 18.39% |
5 Year | 5.43% | 25% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.94% | -14.05% |
3 Year | 6.79% | 14.44% |
5 Year | 6.05% | 25.19% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Year | 7.39% | 15.19% |
3 Year | 7.42% | 24.65% |
5 Year | 7.9% | 21.83% |
Risk Management
Scheme Name | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.382% | 15.979% |
Sharp | -0.507% | 0.755% |
Beta | - | 0.792% |
Alpha | - | 0.735% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Name | Dwijendra Srivastava | |
Total AUM | ₹0 Cr | ₹14140 Cr |
Fund Manage | 95 | 14 |
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
Scheme Name |
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 100 | 4.03 |
Small Cap | - | 90.27 |
Mid Cap | - | 5.76 |
Sector Allocation
Scheme Name |
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 100 | 4.03 |
IT - Services | - | 5.58 |
Industrial Products | - | 16.82 |
Chemicals & Petrochemicals | - | 2.76 |
Banks | - | 8.82 |
Consumer Durables | - | 12.17 |
IT - Software | - | 5.62 |
Finance | - | 5.86 |
Entertainment | - | 2.9 |
Pharmaceuticals & Biotechnology | - | 4.17 |
Construction | - | 2.34 |
Auto Components | - | 0.55 |
Leisure Services | - | 6 |
Commercial Services & Supplies | - | 2.66 |
Capital Markets | - | 11.27 |
Realty | - | 2.2 |
Cement & Cement Products | - | 2.41 |
Healthcare Services | - | 3.9 |
Top Comparisons
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns21.56%
Quant Active Fund-Growth
3Y Returns12.79%
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns17.04%
Kotak Money Market Scheme - (Growth)
3Y Returns6.77%
Kotak Money Market Scheme - (Growth)
3Y Returns6.77%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns12.54%
HSBC Focused Fund - Regular Growth
3Y Returns11.88%