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)	₹148 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	Short Duration
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	-0.47%	1.22%
6 Month	-0.01%	-3.83%
1 Year	2.96%	5.41%
3 Year	-	19.92%
5 Year	-	25.1%

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	1.18%	-0.39%
1 Year	5.8%	8.66%
3 Year	-	11.11%
5 Year	-	16.56%

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	-5.57%	8.2%
3 Year	-	23.07%
5 Year	-	25.12%

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	-	15.63%
Sharp	-	0.83%
Beta	-	0.74%
Alpha	-	1.81%

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	0.03	4.39
Large Cap	90.66	-
Mid Cap	9.31	6.63
Small Cap	-	88.98

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	0.03	4.39
IT - Software	11.2	-
Finance	9.29	-
Banks	12.17	-
Pharmaceuticals & Biotechnology	17.41	-
Cement & Cement Products	8.51	-
Insurance	10.93	-
Diversified FMCG	4.03	-
Food Products	3.84	-
Chemicals & Petrochemicals	3.39	-
Auto Components	2.34	-
Telecom - Services	4.17	-
Healthcare Services	4.18	-
Automobiles	3.51	-
Textiles & Apparels	1.8	-
Beverages	3.2	-
Communication Services	-	7.11
Basic Materials	-	10.79
Financial Services	-	22.32
Technology	-	6.62
Consumer Cyclical	-	14.97
Healthcare	-	10.92
Industrials	-	21.01
Real Estate	-	1.87