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Tata Nifty Financial Services Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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tortoise-icon Tata Nifty Financial Services 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 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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