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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) ₹4580 Cr ₹25062 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 4.54% 4.19%
6 Month -1.57% 0.58%
1 Year 3.24% 6.5%
3 Year 27.06% 24.78%
5 Year 34.05% 30.93%

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
6 Month 13.2% 12.78%
1 Year 13.49% 16.08%
3 Year 21.95% 21.43%
5 Year 24.19% 22.77%

Rolling Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
1 Year 28.61% 18.22%
3 Year 29.3% 19.38%
5 Year 32.14% 19.81%

Risk Management

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
Standard Deviation 16.48% 14.20%
Sharp 1.16% 1.19%
Beta 0.82% 0.71%
Alpha 0.57% 0.74%

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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 4.18 12.65
Small Cap 67.46 67.57
Mid Cap 28.35 16.12
Large Cap - 3.7

Sector Allocation

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund Regular Growth

Others 4.18 12.65
Consumer Defensive 5.83 -
Technology 8.85 -
Consumer Cyclical 16.21 -
Healthcare 10.29 -
Financial Services 20.64 -
Basic Materials 15.28 -
Industrials 15.11 -
Energy 0.88 -
Real Estate 2.74 -
Gas - 0.49
Capital Markets - 6.25
Auto Components - 5.94
IT - Services - 1.42
Pharmaceuticals & Biotechnology - 4.53
Retailing - 0.64
Banks - 4.37
Non - Ferrous Metals - 0.36
Healthcare Services - 6.58
Chemicals & Petrochemicals - 7.45
Paper, Forest & Jute Products - 0.2
IT - Software - 3.14
Electrical Equipment - 1.81
Aerospace & Defense - 1.83
Transport Services - 0.21
Textiles & Apparels - 0.72
Agricultural Food & other Products - 3.38
Industrial Products - 6.4
Consumer Durables - 5.16
Finance - 7.18
Construction - 2.77
Realty - 4.55
Agricultural, Commercial & Construction Vehicles - 0.13
Household Products - 1.11
Financial Technology (Fintech) - 1.68
Leisure Services - 1.67
Food Products - 1.18
Cement & Cement Products - 1.85
Industrial Manufacturing - 2.56
Commercial Services & Supplies - 0.54
Cigarettes & Tobacco Products - 0.22
Beverages - 0.56
Insurance - 0.51

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