- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4882 Cr | ₹5057 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 | 4.78% | 2.91% |
| 6 Month | 14.49% | 13.13% |
| 1 Year | -0.9% | -0.29% |
| 3 Year | 18.82% | 20.51% |
| 5 Year | 23.72% | 28.96% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.86% | 2.34% |
| 1 Year | 16.28% | 12.07% |
| 3 Year | 15.47% | 16.78% |
| 5 Year | 16.04% | 19.56% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.78% | 26.11% |
| 3 Year | 16.8% | 28.51% |
| 5 Year | 15.13% | 32.22% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.67% | 15.89% |
| Sharp | 0.68% | 0.84% |
| Beta | 0.88% | 0.79% |
| Alpha | -2.51% | 0.18% |
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 | 7.24 | 2.78 |
| Small Cap | 77.43 | 73.32 |
| Mid Cap | 12 | 23.9 |
| Large Cap | 3.33 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.72 | 2.68 |
| Consumer Defensive | 7.43 | 5.89 |
| Consumer Cyclical | 16.52 | 19.37 |
| Industrials | 18.97 | 15.68 |
| Financial Services | 19.18 | 18.49 |
| Basic Materials | 11.49 | 15.33 |
| Healthcare | 14.05 | 12 |
| Real Estate | 4.08 | 1.06 |
| Technology | 2.1 | 7.75 |
| Utilities | 1.46 | 1.03 |
| Energy | - | 0.71 |
Top Comparisons
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.88%
LIC MF Large Cap Fund-Growth
3Y Returns11.98%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.33%
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns7.18%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns11.02%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns11.02%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.48%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.8%
