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Tata Nifty MidSmall Healthcare Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | Tata Nifty MidSmall Healthcare 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 Risk | Very High Risk |
| Asset Size (Cr) | ₹126 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 100 Equal Weight TRI | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 1.11 | 1.42 |
| Manager | Kapil Menon | Dwijendra Srivastava |
| ISIN Code | INF277KA1BD0 | INF903JA1AX5 |
| Exits Load | Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.84% | -7.06% |
| 6 Month | -5.87% | -12.74% |
| 1 Year | - | -1.18% |
| 3 Year | - | 18.39% |
| 5 Year | - | 25% |
SIP Return Analysis
| Scheme Name | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | -16.02% |
| 3 Year | - | 13.62% |
| 5 Year | - | 24.41% |
Rolling Lumpsum Returns
| Scheme Name | Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare 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 | Tata Nifty MidSmall Healthcare 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 |
| Fund Manage | 5 | 14 |
| Tata Nifty MidSmall Healthcare Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 0.52 | 4.03 |
| Mid Cap | 67.01 | 5.76 |
| Small Cap | 28.91 | 90.27 |
| Large Cap | 3.56 | - |
Sector Allocation
| Scheme Name |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 0.52 | 4.03 |
| Healthcare | 99.48 | - |
| 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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