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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) | ₹4585 Cr | ₹4171 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 | 6.59% | 6.07% |
| 6 Month | -5.95% | -6.17% |
| 1 Year | 1.3% | 4.15% |
| 3 Year | 23.08% | 26.25% |
| 5 Year | 29.16% | 34.67% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 11.86% | 10.46% |
| 1 Year | 6.55% | 6.83% |
| 3 Year | 18.33% | 20.8% |
| 5 Year | 19.08% | 23.78% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.9% | 28.61% |
| 3 Year | 16.56% | 29.3% |
| 5 Year | 14.93% | 32.14% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.578% | 15.599% |
| Sharp | 0.355% | 0.8% |
| Beta | 0.854% | 0.803% |
| Alpha | -4.461% | 0.98% |
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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 | 4.74 | 3.2 |
| Small Cap | 81.52 | 67.63 |
| Mid Cap | 11.06 | 29.17 |
| Large Cap | 2.68 | 0 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.29 | 3.2 |
| Consumer Defensive | 6.83 | 6.61 |
| Consumer Cyclical | 20.03 | 16.79 |
| Industrials | 25.32 | 18.22 |
| Technology | 3.8 | 11.49 |
| Financial Services | 13.07 | 17.15 |
| Basic Materials | 11.62 | 11.9 |
| Healthcare | 8.77 | 11.41 |
| Communication Services | 0 | - |
| Real Estate | 5.33 | 3.21 |
| Utilities | 0.95 | - |
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