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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) ₹154 Cr ₹38 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 0.63% 2.59%
6 Month 2.81% 10.27%
1 Year -7.86% 3.99%
3 Year - 25.35%
5 Year - 35.51%

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 4.6% 14.46%
1 Year -2.99% 16.86%
3 Year - 20.15%
5 Year - 24.87%

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 -2.86% 12.13%
3 Year - 23.88%
5 Year - 22.95%

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 - 16.33%
Sharp - 1.13%
Beta - 0.78%
Alpha - 0.84%

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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 4 4.12
Large Cap 79.98 -
Mid Cap 16.02 6.54
Small Cap - 89.33

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 1.31 4.12
Industrials 7.51 19.13
Technology 11.95 5.38
Healthcare 25.12 10.06
Basic Materials 10.34 10.47
Financial Services 10.31 26.74
Consumer Defensive 13.87 -
Consumer Cyclical 11.85 14.69
Communication Services 7.75 7.12
Real Estate - 2.27

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