Axis Small Cap Fund vs Edelweiss Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4930 Cr | ₹26379 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 07 Feb 2019 | 29 Nov 2013 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 18% | 5% |
Expense Ratio | 1.84 | 1.61 |
Manager | Trideep Bhattacharya | Shreyash Devalkar |
ISIN Code | INF754K01JJ4 | INF846K01K01 |
Exits Load | 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 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | 4.23% | 3.49% |
6 Month | 5.7% | 7.18% |
1 Year | 4.43% | 6.97% |
3 Year | 25.39% | 23.53% |
5 Year | 33.94% | 30.59% |
SIP Return Analysis
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 12.58% | 11.31% |
1 Year | 13.62% | 14.68% |
3 Year | 22.13% | 21.14% |
5 Year | 24.26% | 22.61% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 28.61% | 18.22% |
3 Year | 29.3% | 19.38% |
5 Year | 32.14% | 19.81% |
Risk Management
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.48% | 14.20% |
Sharp | 1.16% | 1.19% |
Beta | 0.82% | 0.71% |
Alpha | 0.57% | 0.74% |
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Fund Managers
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Name | Trideep Bhattacharya | Shreyash Devalkar |
Total AUM | ₹0 Cr | ₹166770 Cr |
Funds Managed | 9 | 14 |
Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 2.78 | 14.62 |
Small Cap | 68.07 | 67.14 |
Mid Cap | 29.15 | 14.62 |
Large Cap | - | 3.62 |
Sector Allocation
Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 2.78 | 11.39 |
Consumer Defensive | 5.71 | 5.3 |
Technology | 8.62 | 7.37 |
Consumer Cyclical | 16.18 | 9.93 |
Healthcare | 9.79 | 11.89 |
Financial Services | 22.33 | 19.03 |
Basic Materials | 15.24 | 11.25 |
Industrials | 15.77 | 17.93 |
Energy | 0.87 | - |
Real Estate | 2.72 | 4.47 |
Utilities | - | 0.52 |
Communication Services | - | 0.92 |
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