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Aditya Birla Sun Life Small Cap Fund vs Edelweiss Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5011 Cr | ₹4980 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 May 2007 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | 18% |
| Expense Ratio | 1.89 | 1.84 |
| Manager | Dhaval Joshi | Trideep Bhattacharya |
| ISIN Code | INF209K01EN2 | INF754K01JJ4 |
| Exits Load | Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.64% | -4.31% |
| 6 Month | 15% | 12.86% |
| 1 Year | -2.28% | 0.12% |
| 3 Year | 17.84% | 20.27% |
| 5 Year | 24.71% | 29.84% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.63% | 4.28% |
| 1 Year | 0.77% | 2.42% |
| 3 Year | 14.02% | 16.98% |
| 5 Year | 15.9% | 20.67% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.27% | 27.09% |
| 3 Year | 16.73% | 28.8% |
| 5 Year | 15.06% | 32.52% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.32% | 15.78% |
| Sharp | 0.74% | 0.95% |
| Beta | 0.88% | 0.80% |
| Alpha | -3.67% | -0.04% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Trideep Bhattacharya |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 9 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.76 | 2.98 |
| Small Cap | 77.4 | 72.62 |
| Mid Cap | 11.73 | 24.4 |
| Large Cap | 3.11 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.3 | 2.87 |
| Consumer Defensive | 7.66 | 5.17 |
| Consumer Cyclical | 17.51 | 19.88 |
| Industrials | 18.85 | 16.64 |
| Financial Services | 17.5 | 17.79 |
| Basic Materials | 12.54 | 16.47 |
| Healthcare | 12 | 10.62 |
| Real Estate | 4.78 | 1.21 |
| Technology | 2.38 | 7.78 |
| Utilities | 1.49 | 0.89 |
| Energy | - | 0.68 |
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