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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) | ₹152 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 |
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 | -0.62% | -2.77% |
| 6 Month | 10.35% | 19.27% |
| 1 Year | -13.41% | -3.53% |
| 3 Year | - | 18.35% |
| 5 Year | - | 30.4% |
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 | 0.99% | 5.19% |
| 1 Year | -3.11% | 8.89% |
| 3 Year | - | 17.06% |
| 5 Year | - | 22.48% |
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 | -4.03% | 10.71% |
| 3 Year | - | 24.04% |
| 5 Year | - | 23.32% |
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 | - | 15.83% |
| Sharp | - | 0.92% |
| Beta | - | 0.76% |
| Alpha | - | 0.19% |
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 | 3.59 | 5.18 |
| Large Cap | 78.75 | - |
| Mid Cap | 17.65 | 7.28 |
| Small Cap | - | 87.54 |
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 | 0.23 | 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 |
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