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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare

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tortoise-icon Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

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tortoise-icon Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Risk Very High Risk
Asset Size (Cr) ₹13 Cr ₹36 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Jun 2024 03 Oct 2017
Category Index Fund ELSS
Fund Type Open Ended Close Ended
Benchmark CRISIL IBX Gilt Index - June 2027 NIFTY SMALLCAP 100 TRI
Turn Over % 11%
Expense Ratio 0.5 1.42
Manager Dwijendra Srivastava
ISIN Code INF209KC1050 INF903JA1AX5
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month 0.58% -7.06%
6 Month 3.42% -12.74%
1 Year - -1.18%
3 Year - 18.39%
5 Year - 25%

SIP Return Analysis

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month - -
1 Year - -14.05%
3 Year - 14.44%
5 Year - 25.19%

Rolling Lumpsum Returns

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (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 Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation - 15.979%
Sharp - 0.755%
Beta - 0.792%
Alpha - 0.735%

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Fund Managers

Scheme Name Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name Dwijendra Srivastava
Total AUM ₹14140 Cr
Fund Manage 14
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Others - 4.03
Small Cap - 90.27
Mid Cap - 5.76

Sector Allocation

Scheme Name

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Others - 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

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