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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) | ₹5330 Cr | ₹26769 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 | -2.06% | -2.65% |
| 6 Month | -0.49% | -0.87% |
| 1 Year | -6.64% | -4.18% |
| 3 Year | 18.36% | 17.28% |
| 5 Year | 24.45% | 22.34% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.88% | -1.82% |
| 1 Year | 7% | 6.55% |
| 3 Year | 13.15% | 13.03% |
| 5 Year | 17.01% | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.81% | 16.83% |
| 3 Year | 27.98% | 19.37% |
| 5 Year | 31.2% | 20.47% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.96% | 11.78% |
| Sharp | 0.79% | 0.84% |
| Beta | 0.79% | 0.7% |
| Alpha | 1.21% | 1.26% |
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 | 2.2 | 13.94 |
| Small Cap | 74.36 | 69.1 |
| Mid Cap | 23.44 | 12.58 |
| Large Cap | - | 4.38 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.8 | 9.46 |
| Utilities | 0.97 | 0.87 |
| Consumer Defensive | 5.66 | 5.1 |
| Consumer Cyclical | 18.62 | 10.99 |
| Technology | 7.78 | 9.17 |
| Healthcare | 11.44 | 13.01 |
| Financial Services | 21.14 | 18.35 |
| Basic Materials | 14.89 | 11.35 |
| Real Estate | 1.61 | 4.63 |
| Energy | 0.73 | 0.44 |
| Industrials | 15.38 | 15.76 |
| Communication Services | - | 0.87 |
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