- 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
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) | ₹5057 Cr | ₹25975 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 | 1.87% | 2.4% |
| 6 Month | 6.7% | 6.93% |
| 1 Year | 3.44% | 6.15% |
| 3 Year | 20.4% | 19.09% |
| 5 Year | 27.36% | 24.96% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.16% | 0.7% |
| 1 Year | 10.33% | 11.31% |
| 3 Year | 15.56% | 15.69% |
| 5 Year | 18.74% | 18.01% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.24% | 17% |
| 3 Year | 28.13% | 19.44% |
| 5 Year | 31.58% | 20.33% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.89% | 11.78% |
| Sharp | 0.84% | 0.93% |
| Beta | 0.79% | 0.7% |
| Alpha | 0.18% | 0.94% |
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 | 14.56 |
| Small Cap | 73.32 | 68.95 |
| Mid Cap | 23.9 | 13.12 |
| Large Cap | - | 3.37 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.68 | 10.82 |
| Utilities | 1.03 | 0.58 |
| Consumer Defensive | 5.89 | 5.22 |
| Consumer Cyclical | 19.37 | 11.15 |
| Technology | 7.75 | 8.99 |
| Healthcare | 12 | 13.47 |
| Financial Services | 18.49 | 17.03 |
| Basic Materials | 15.33 | 11.37 |
| Industrials | 15.68 | 16.2 |
| Energy | 0.71 | - |
| Real Estate | 1.06 | 4.25 |
| Communication Services | - | 0.91 |
Top Comparisons
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns20.86%
LIC MF Nifty 50 Index Fund-Growth
3Y Returns12.24%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns14.66%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns20.15%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.15%
HSBC Multi Asset Active FOF - Growth
3Y Returns15.37%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.86%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.55%
