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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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tortoise-icon Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

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tortoise-icon 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

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 4.25% 4.27%
6 Month -8.32% -10.4%
1 Year - -1.2%
3 Year - 16.23%
5 Year - 35%

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 -0.03% -0.42%
1 Year - -9.45%
3 Year - 14.97%
5 Year - 23.51%

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 - 15.19%
3 Year - 24.65%
5 Year - 21.83%

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

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

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 -0.06 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

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