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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Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

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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)	₹151 Cr	₹37 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

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	2.77%	3.43%
6 Month	12.18%	24.48%
1 Year	-11.85%	-2.05%
3 Year	-	19.14%
5 Year	-	31.51%

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	2.36%	5.87%
1 Year	2.3%	14.86%
3 Year	-	17.27%
5 Year	-	21.9%

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	-4.03%	10.71%
3 Year	-	24.04%
5 Year	-	23.32%

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	-	15.72%
Sharp	-	0.72%
Beta	-	0.76%
Alpha	-	-0.54%

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

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	3.59	5.18
Large Cap	78.75	-
Mid Cap	17.65	7.28
Small Cap	-	87.54

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	0.23	5.18
Technology	10.86	5.35
Financial Services	31.73	23.21
Healthcare	21.72	10.23
Basic Materials	12.68	11.9
Consumer Defensive	11.08	-
Consumer Cyclical	7.83	15.39
Communication Services	3.88	7.61
Industrials	-	19.08
Real Estate	-	2.04