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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) | ₹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 | -0.66% | -1.77% |
| 6 Month | -2.09% | -3.36% |
| 1 Year | -3.1% | -2.12% |
| 3 Year | 19.95% | 18.01% |
| 5 Year | 24.03% | 21.63% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.35% | -0.56% |
| 1 Year | 9.69% | 7.08% |
| 3 Year | 13.62% | 12.79% |
| 5 Year | 17.46% | 16.26% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.64% | 16.71% |
| 3 Year | 27.85% | 19.3% |
| 5 Year | 31.03% | 20.5% |
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 | 3.95 | 13.75 |
| Small Cap | 73.3 | 68.75 |
| Mid Cap | 22.75 | 12.38 |
| Large Cap | - | 5.12 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.51 | 8.14 |
| Utilities | 0 | 0.9 |
| Consumer Defensive | 5.56 | 5.47 |
| Consumer Cyclical | 18.74 | 11.69 |
| Healthcare | 11.23 | 13.34 |
| Financial Services | 23.14 | 19.23 |
| Basic Materials | 14.63 | 10.48 |
| Real Estate | 2.08 | 4.35 |
| Energy | 0 | 0.94 |
| Technology | 7.38 | 9.11 |
| Industrials | 14.72 | 15.57 |
| Communication Services | - | 0.75 |
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