Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Fund | Edelweiss Nifty Alpha Low Volatility 30 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) | ₹123 Cr | ₹36 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 21 May 2024 | 03 Oct 2017 |
Category | Index Fund | ELSS |
Fund Type | Open Ended | Close Ended |
Benchmark | Nifty Alpha Low Volatility 30 | NIFTY SMALLCAP 100 TRI |
Turn Over | % | 11% |
Expense Ratio | 1.09 | 1.42 |
Manager | Bhavesh Jain | Dwijendra Srivastava |
ISIN Code | INF754K01SO5 | INF903JA1AX5 |
Exits Load | Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Month | -4.2% | -7.06% |
6 Month | -17.08% | -12.74% |
1 Year | - | -1.18% |
3 Year | - | 18.39% |
5 Year | - | 25% |
SIP Return Analysis
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | - | -14.05% |
3 Year | - | 14.44% |
5 Year | - | 25.19% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 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 | Edelweiss Nifty Alpha Low Volatility 30 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 | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Name | Bhavesh Jain | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Fund Manage | 22 | 14 |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 2.72 | 4.03 |
Large Cap | 76.74 | - |
Mid Cap | 20.54 | 5.76 |
Small Cap | - | 90.27 |
Sector Allocation
Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | -0.46 | 4.03 |
Capital Goods | 7.23 | - |
Healthcare | 17.57 | - |
Construction | 3.68 | 2.34 |
Materials | 9.83 | - |
Financial | 6.73 | - |
Consumer Staples | 18.98 | - |
Energy | 10.92 | - |
Consumer Discretionary | 2.85 | - |
Automobile | 18.34 | - |
Communication | 4.33 | - |
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 |
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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