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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) | ₹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 | -1.62% | -1.88% |
| 6 Month | 11.05% | 9.4% |
| 1 Year | -4.15% | -1.36% |
| 3 Year | 20.23% | 18.71% |
| 5 Year | 28.7% | 25.79% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.05% | 0.14% |
| 1 Year | 7.7% | 8.73% |
| 3 Year | 16.05% | 15.85% |
| 5 Year | 19.46% | 18.49% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 26.11% | 17.27% |
| 3 Year | 28.51% | 19.6% |
| 5 Year | 32.22% | 20.16% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.87% | 11.78% |
| Sharp | 0.81% | 0.85% |
| Beta | 0.80% | 0.7% |
| Alpha | -0.32% | 0.23% |
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 |
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