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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND III GROWTH
3Y Returns6.26%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns17.87%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns18.62%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns12.76%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
3Y Returns10.1%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.37%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.33%