Tata Nifty Financial Services Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Tata Nifty Financial Services Index Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Fund | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹80 Cr | ₹36 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 22 Apr 2024 | 03 Oct 2017 |
Category | Index Fund | ELSS |
Fund Type | Open Ended | Close Ended |
Benchmark | NIFTY Financial Services TRI | NIFTY SMALLCAP 100 TRI |
Turn Over | % | 11% |
Expense Ratio | 1.04 | 1.42 |
Manager | Kapil Menon | Dwijendra Srivastava |
ISIN Code | INF277KA1AX0 | INF903JA1AX5 |
Exits Load | Tata Nifty Financial Services Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Month | 7.39% | 5.06% |
6 Month | 0.39% | -17.61% |
1 Year | - | -0.6% |
3 Year | - | 14.78% |
5 Year | - | 37.41% |
SIP Return Analysis
Scheme Name | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
6 Month | 5.19% | -12.13% |
1 Year | - | -21.02% |
3 Year | - | 11.55% |
5 Year | - | 22.49% |
Rolling Lumpsum Returns
Scheme Name | Tata Nifty Financial Services 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 | Tata Nifty Financial Services 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 | Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Name | Kapil Menon | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Funds Managed | 5 | 14 |
Tata Nifty Financial Services Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Nifty Financial Services Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 2.06 | 3.78 |
Mid Cap | 4.08 | 6.81 |
Large Cap | 93.06 | - |
Small Cap | 0.8 | 89.41 |
Sector Allocation
Scheme Name |
Tata Nifty Financial Services Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | -0.03 | 3.78 |
Financial Services | 100.03 | 21.82 |
Communication Services | - | 6.75 |
Industrials | - | 21.35 |
Basic Materials | - | 12.61 |
Technology | - | 7.53 |
Consumer Cyclical | - | 14.43 |
Healthcare | - | 9.26 |
Real Estate | - | 2.46 |
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