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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 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 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) ₹4171 Cr ₹23139 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 3.78% 3.12%
6 Month -8.43% -4.28%
1 Year 4.39% 8.83%
3 Year 18.47% 17.47%
5 Year 33.66% 29.85%

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
6 Month -1.84% -0.34%
1 Year -9.51% -4.54%
3 Year 17.53% 17.18%
5 Year 22.79% 21.33%

Rolling Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
1 Year 30.2% 18.9%
3 Year 30.38% 19.99%
5 Year 31.61% 19.66%

Risk Management

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
Standard Deviation 15.599% 11.78%
Sharp 0.8% 0.59%
Beta 0.803% 0.69%
Alpha 0.98% 1.2%

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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 3.2 14
Small Cap 67.63 64.45
Mid Cap 29.17 17.51
Large Cap 0 4.05

Sector Allocation

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund Regular Growth

Others 3.2 13.78
Consumer Defensive 6.61 4.76
Basic Materials 11.9 10.58
Technology 11.49 7.13
Consumer Cyclical 16.79 10.55
Healthcare 11.41 11.43
Financial Services 17.15 17.17
Industrials 18.22 18.4
Real Estate 3.21 4.85
Utilities - 0.54
Communication Services - 0.81

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