Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Edelweiss Nifty Alpha Low Volatility 30 Index Fund 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)	₹123 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

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	1.17%	8.98%
6 Month	-6.5%	-2.68%
1 Year	-4.97%	2.51%
3 Year	-	25.64%
5 Year	-	36.87%

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	4.78%	13.59%
1 Year	-5.05%	12.48%
3 Year	-	19.82%
5 Year	-	25.17%

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%

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	-	17.089%
Sharp	-	0.604%
Beta	-	0.806%
Alpha	-	0.237%

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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	0.07	3.78
Large Cap	83.68	-
Mid Cap	16.25	6.81
Small Cap	-	89.41

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	-0.06	3.78
Industrials	8.85	21.35
Technology	13.59	7.53
Healthcare	25.13	9.26
Basic Materials	10.17	12.61
Financial Services	9.65	21.82
Consumer Defensive	14.2	-
Consumer Cyclical	11.04	14.43
Communication Services	7.43	6.75
Real Estate	-	2.46