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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) | ₹5459 Cr | ₹26547 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 | -2.43% | -3.24% |
| 6 Month | -4.11% | -6.04% |
| 1 Year | 4.22% | 3.14% |
| 3 Year | 19.85% | 17.22% |
| 5 Year | 22.88% | 20.78% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -5.96% | -7.7% |
| 1 Year | -5.54% | -9.48% |
| 3 Year | 8.14% | 6.81% |
| 5 Year | 14.24% | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.37% | 16.49% |
| 3 Year | 27.59% | 19.14% |
| 5 Year | 30.38% | 20.52% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.15% | 11.78% |
| Sharp | 0.88% | 0.83% |
| Beta | 0.78% | 0.7% |
| Alpha | 1.6% | 0.83% |
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 | 7.91 | 17.73 |
| Small Cap | 69.36 | 65.54 |
| Mid Cap | 22.73 | 11.28 |
| Large Cap | - | 5.46 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.41 | 8.17 |
| Consumer Defensive | 5.65 | 5.24 |
| Consumer Cyclical | 17.62 | 11.52 |
| Healthcare | 10.79 | 13.36 |
| Financial Services | 23.67 | 19.24 |
| Basic Materials | 14.61 | 10.52 |
| Real Estate | 2.26 | 4.38 |
| Technology | 6.6 | 8.76 |
| Industrials | 15.41 | 16.17 |
| Energy | - | 0.95 |
| Utilities | - | 0.87 |
| Communication Services | - | 0.82 |
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