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 | Very High |
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 | 0.6% | 5.06% |
6 Month | 3.35% | -17.61% |
1 Year | 6.99% | -0.6% |
3 Year | 6.41% | 14.78% |
5 Year | 5.45% | 37.41% |
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 | 1.9% | -12.13% |
1 Year | 6.88% | -21.02% |
3 Year | 6.85% | 11.55% |
5 Year | 6.13% | 22.49% |
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% | 17.089% |
Sharp | -0.507% | 0.604% |
Beta | - | 0.806% |
Alpha | - | 0.237% |
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 |
Funds Managed | 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 | 3.78 |
Small Cap | - | 89.41 |
Mid Cap | - | 6.81 |
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 | 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 |
Top Comparisons
HDFC Low Duration Fund - Growth
3Y Returns6.57%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.51%
Invesco India Dynamic Equity Fund - Growth
3Y Returns11.25%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns10.38%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.35%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns6.49%
ICICI Prudential MidCap Fund - Growth
3Y Returns17.4%
Quant Mid Cap Fund-Growth
3Y Returns16.87%