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Edelweiss Small Cap Fund vs Axis 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) | ₹4980 Cr | ₹26143 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 | -4.31% | -3.31% |
| 6 Month | 12.86% | 13.13% |
| 1 Year | 0.12% | 4.02% |
| 3 Year | 20.27% | 19.08% |
| 5 Year | 29.84% | 27.77% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.28% | 3.96% |
| 1 Year | 2.42% | 4.8% |
| 3 Year | 16.98% | 16.85% |
| 5 Year | 20.67% | 19.59% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.09% | 17.75% |
| 3 Year | 28.8% | 19.97% |
| 5 Year | 32.52% | 20% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.78% | 11.78% |
| Sharp | 0.95% | 1.05% |
| Beta | 0.80% | 0.69% |
| Alpha | -0.04% | 1.3% |
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 | 2.98 | 14.09 |
| Small Cap | 72.62 | 68.76 |
| Mid Cap | 24.4 | 13.42 |
| Large Cap | - | 3.74 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.87 | 10.43 |
| Utilities | 0.89 | 0.6 |
| Consumer Defensive | 5.17 | 5.49 |
| Consumer Cyclical | 19.88 | 10.06 |
| Technology | 7.78 | 6.39 |
| Healthcare | 10.62 | 14.1 |
| Financial Services | 17.79 | 17.62 |
| Basic Materials | 16.47 | 12.07 |
| Industrials | 16.64 | 18.08 |
| Energy | 0.68 | - |
| Real Estate | 1.21 | 4.26 |
| Communication Services | - | 0.91 |
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