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)	₹151 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	0.64%	-0.76%
6 Month	5.94%	14.75%
1 Year	-8.41%	-2.41%
3 Year	-	19.5%
5 Year	-	32.39%

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	1.5%	1.28%
1 Year	5.7%	13.55%
3 Year	-	15.66%
5 Year	-	20.5%

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	-8.33%	9.86%
3 Year	-	23.72%
5 Year	-	24.09%

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	-	15.70%
Sharp	-	0.74%
Beta	-	0.76%
Alpha	-	-0.86%

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	3.75	4.74
Large Cap	78.75	-
Mid Cap	17.5	7.18
Small Cap	-	88.08

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	-0.15	4.74
Technology	10.56	6.2
Financial Services	32.32	22.63
Healthcare	21.06	10.73
Basic Materials	12.89	11.23
Consumer Defensive	11.33	-
Consumer Cyclical	8.1	15.36
Communication Services	3.89	7.99
Industrials	-	19.24
Real Estate	-	1.88