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Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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tortoise-icon Edelweiss Nifty Alpha Low Volatility 30 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 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 Very High
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 5.32% 5.48%
6 Month -19.46% -18.21%
1 Year - 1.93%
3 Year - 14.96%
5 Year - 37.12%

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 -8.09% -12.13%
1 Year - -21.02%
3 Year - 11.55%
5 Year - 22.49%

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 - 17.089%
Sharp - 0.604%
Beta - 0.806%
Alpha - 0.237%

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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
Funds Managed 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 0.07 3.78
Large Cap 83.68 -
Mid Cap 16.25 6.81
Small Cap - 89.41

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 -0.06 3.78
Industrials 8.85 21.35
Technology 13.59 7.53
Healthcare 25.13 9.26
Basic Materials 10.17 12.61
Financial Services 9.65 21.82
Consumer Defensive 14.2 -
Consumer Cyclical 11.04 14.43
Communication Services 7.43 6.75
Real Estate - 2.46

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