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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs AXIS Nifty Bank Index Fund compare

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tortoise-icon AXIS Nifty Bank Index Fund - Regular (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 AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund AXIS Nifty Bank Index Fund - Regular (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) ₹124 Cr ₹36 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹1000
Launch Date 29 May 2024 03 Oct 2017
Category Index ELSS
Fund Type Open Ended Close Ended
Benchmark NIFTY Bank TRI NIFTY SMALLCAP 100 TRI
Turn Over % 11%
Expense Ratio 1 1.42
Manager Karthik Kumar Dwijendra Srivastava
ISIN Code INF846K012W4 INF903JA1AX5
Exits Load Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month 0.97% 5.19%
6 Month 4.15% -2.78%
1 Year 11.36% 2.3%
3 Year - 26.85%
5 Year - 37.15%

SIP Return Analysis

Scheme Name AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month 9.74% 13.59%
1 Year 17.06% 12.48%
3 Year - 19.82%
5 Year - 25.17%

Rolling Lumpsum Returns

Scheme Name AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year - 12.13%
3 Year - 23.88%
5 Year - 22.95%

Risk Management

Scheme Name AXIS Nifty Bank Index Fund - Regular (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 AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name Karthik Kumar Dwijendra Srivastava
Total AUM ₹0 Cr ₹14140 Cr
Funds Managed 9 14
AXIS Nifty Bank Index Fund - Regular (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Market Cap

Scheme Name

AXIS Nifty Bank Index Fund - Regular (G)

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

Others 0.17 3.78
Large Cap 84.27 -
Mid Cap 15.56 6.81
Small Cap - 89.41

Sector Allocation

Scheme Name

AXIS Nifty Bank Index Fund - Regular (G)

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

Others 0.17 3.78
Financial Services 99.83 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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