Axis Small Cap Fund vs Edelweiss Small Cap Fund compare

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tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

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tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Fund Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4256 Cr ₹23952 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 0.38 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 Plan - Growth
1 Month 4.5% 4.56%
6 Month 15.33% 15.28%
1 Year 35.07% 31.76%
3 Year 23.99% 21.66%
5 Year 34% 28.35%

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 31.22% 30.35%
3 Year 32.12% 28.79%
5 Year 33.73% 29.77%

Rolling Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Year 31.39% 18.63%
3 Year 31.7% 20.16%
5 Year 31.13% 19.24%

Risk Management

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.15% 11.78%
Sharp 1.2% 1.09%
Beta 0.77% 0.64%
Alpha 3.34% 2.84%

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Fund Managers

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Name Trideep Bhattacharya Shreyash Devalkar
Total AUM ₹0 Cr ₹166770 Cr
Fund Manage 9 14
Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 2.77 13.11
Small Cap 71.43 67.41
Mid Cap 25.8 15.27
Large Cap - 4.27

Sector Allocation

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 1.46 13.11
Consumer Staples 5.37 -
Materials 5.99 -
Communication 1.43 -
Healthcare 9.88 -
Financial 15.79 -
Automobile 5.09 -
Capital Goods 17.27 -
Services 8.82 -
Chemicals 2.15 -
Technology 5.85 -
Metals & Mining 4.26 -
Construction 10.09 2.83
Consumer Discretionary 3.13 -
Textiles 3.42 -
Gas - 0.55
Auto Components - 7.32
IT - Services - 1.17
Banks - 3.86
Non - Ferrous Metals - 0.41
Pharmaceuticals & Biotechnology - 4.25
Healthcare Services - 5.8
Chemicals & Petrochemicals - 7.64
IT - Software - 3.86
Retailing - 1.29
Electrical Equipment - 1.55
Aerospace & Defense - 1.38
Transport Services - 0.24
Textiles & Apparels - 0.39
Capital Markets - 5.62
Agricultural Food & other Products - 2.83
Industrial Products - 6.74
Finance - 7.24
Consumer Durables - 5.72
Realty - 5.26
Financial Technology (Fintech) - 1.84
Leisure Services - 1.07
Food Products - 1.61
Cement & Cement Products - 2.3
Industrial Manufacturing - 2.67
Household Products - 0.61
Commercial Services & Supplies - 0.63
Cigarettes & Tobacco Products - 0.27

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