AXIS Nifty Bank Index Fund vs Edelweiss Nifty Alpha Low Volatility 30 Index Fund compare
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Fund | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹147 Cr | ₹143 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 May 2024 | 29 May 2024 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Alpha Low Volatility 30 | NIFTY Bank TRI |
| Turn Over | % | % |
| Expense Ratio | 1.09 | 1 |
| Manager | Bhavesh Jain | Karthik Kumar |
| ISIN Code | INF754K01SO5 | INF846K012W4 |
| 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.91% | 2.44% |
| 6 Month | 2.71% | 6.61% |
| 1 Year | -4.05% | 11.16% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.55% | 6.63% |
| 1 Year | 6.78% | 23.85% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | -8.33% | 8.49% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Name | Bhavesh Jain | Karthik Kumar |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 22 | 9 |
| Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
Market Cap
| Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 4.24 | 0 |
| Large Cap | 78.55 | 84.08 |
| Mid Cap | 17.2 | 15.92 |
Sector Allocation
| Scheme Name |
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 0.32 | 0 |
| Technology | 10.73 | - |
| Financial Services | 32.16 | 100 |
| Healthcare | 21.25 | - |
| Basic Materials | 12.35 | - |
| Consumer Defensive | 11.25 | - |
| Consumer Cyclical | 7.84 | - |
| Communication Services | 4.1 | - |
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