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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Edelweiss Nifty Alpha Low Volatility 30 Index Fund 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 | 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 | 5.84% | 8.41% |
| 6 Month | -13.54% | -14.95% |
| 1 Year | - | 0.21% |
| 3 Year | - | 15.24% |
| 5 Year | - | 34.76% |
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 | -2.05% | -4.01% |
| 1 Year | - | -13.93% |
| 3 Year | - | 13.44% |
| 5 Year | - | 22.96% |
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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