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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
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) | ₹150 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 | 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 | 1.99% | 1.75% |
| 6 Month | 2.85% | 11.58% |
| 1 Year | -5.71% | 2.38% |
| 3 Year | - | 19.73% |
| 5 Year | - | 31.93% |
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 | 1.69% | 2.41% |
| 1 Year | 5.79% | 16.09% |
| 3 Year | - | 16.48% |
| 5 Year | - | 20.84% |
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 | -8.33% | 9.86% |
| 3 Year | - | 23.72% |
| 5 Year | - | 24.09% |
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 | - | 15.70% |
| Sharp | - | 0.74% |
| Beta | - | 0.76% |
| Alpha | - | -0.86% |
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 | 3.75 | 4.74 |
| Large Cap | 78.75 | - |
| Mid Cap | 17.5 | 7.18 |
| Small Cap | - | 88.08 |
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 | -0.15 | 4.74 |
| Technology | 10.56 | 6.2 |
| Financial Services | 32.32 | 22.63 |
| Healthcare | 21.06 | 10.73 |
| Basic Materials | 12.89 | 11.23 |
| Consumer Defensive | 11.33 | - |
| Consumer Cyclical | 8.1 | 15.36 |
| Communication Services | 3.89 | 7.99 |
| Industrials | - | 19.24 |
| Real Estate | - | 1.88 |
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