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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 Very High
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 0.72% 5.48%
6 Month 3.66% -18.21%
1 Year - 1.93%
3 Year - 14.96%
5 Year - 37.12%

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 2.35% -12.13%
1 Year - -21.02%
3 Year - 11.55%
5 Year - 22.49%

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 - 17.089%
Sharp - 0.604%
Beta - 0.806%
Alpha - 0.237%

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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
Funds Managed 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 100 3.78
Small Cap - 89.41
Mid Cap - 6.81

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 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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