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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) | ₹5049 Cr | ₹5330 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 | -4.14% | -3.23% |
| 6 Month | -1.98% | -1.44% |
| 1 Year | -7.4% | -7.29% |
| 3 Year | 16.51% | 18.41% |
| 5 Year | 18.33% | 23.99% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.94% | -1.88% |
| 1 Year | 9.48% | 7% |
| 3 Year | 11.61% | 13.15% |
| 5 Year | 13.64% | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.76% | 24.64% |
| 3 Year | 16.91% | 27.85% |
| 5 Year | 15.47% | 31.03% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.15% | 15.96% |
| Sharp | 0.7% | 0.79% |
| Beta | 0.87% | 0.79% |
| Alpha | -1.11% | 1.21% |
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 | 8.26 | 3.95 |
| Small Cap | 77.11 | 73.3 |
| Mid Cap | 12.37 | 22.75 |
| Large Cap | 2.26 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.78 | 2.51 |
| Consumer Defensive | 7.45 | 5.56 |
| Consumer Cyclical | 16.27 | 18.74 |
| Industrials | 17.47 | 14.72 |
| Financial Services | 21.05 | 23.14 |
| Basic Materials | 11.23 | 14.63 |
| Real Estate | 4.69 | 2.08 |
| Healthcare | 13.34 | 11.23 |
| Technology | 2.25 | 7.38 |
| Utilities | 1.48 | 0 |
| Energy | - | 0 |
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