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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) | ₹4171 Cr | ₹23139 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 | 6.07% | 6.15% |
| 6 Month | -6.17% | -3.34% |
| 1 Year | 4.15% | 8.15% |
| 3 Year | 26.25% | 23.97% |
| 5 Year | 34.67% | 31.16% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 10.46% | 10.15% |
| 1 Year | 6.83% | 9.99% |
| 3 Year | 20.8% | 20.29% |
| 5 Year | 23.78% | 22.31% |
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 | 15.599% | 11.78% |
| Sharp | 0.8% | 1.04% |
| Beta | 0.803% | 0.69% |
| Alpha | 0.98% | 1.72% |
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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 | 3.2 | 13.25 |
| Small Cap | 67.63 | 66.54 |
| Mid Cap | 29.17 | 16.2 |
| Large Cap | 0 | 3.96 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.2 | 13.25 |
| Consumer Defensive | 6.61 | - |
| Basic Materials | 11.9 | - |
| Technology | 11.49 | - |
| Consumer Cyclical | 16.79 | - |
| Healthcare | 11.41 | - |
| Financial Services | 17.15 | - |
| Industrials | 18.22 | - |
| Real Estate | 3.21 | - |
| Gas | - | 0.53 |
| Capital Markets | - | 5.79 |
| Auto Components | - | 5.57 |
| IT - Services | - | 1.43 |
| Pharmaceuticals & Biotechnology | - | 4.24 |
| Retailing | - | 0.62 |
| Banks | - | 4.44 |
| Non - Ferrous Metals | - | 0.38 |
| Healthcare Services | - | 7.08 |
| Chemicals & Petrochemicals | - | 7.42 |
| Paper, Forest & Jute Products | - | 0.19 |
| IT - Software | - | 3.11 |
| Construction | - | 2.55 |
| Electrical Equipment | - | 1.56 |
| Aerospace & Defense | - | 1.6 |
| Transport Services | - | 0.19 |
| Textiles & Apparels | - | 0.67 |
| Agricultural Food & other Products | - | 2.75 |
| Industrial Products | - | 5.84 |
| Consumer Durables | - | 6.02 |
| Finance | - | 7.7 |
| Realty | - | 4.66 |
| Agricultural, Commercial & Construction Vehicles | - | 0.14 |
| Household Products | - | 1.31 |
| Financial Technology (Fintech) | - | 1.67 |
| Leisure Services | - | 1.68 |
| Food Products | - | 1.29 |
| Cement & Cement Products | - | 1.84 |
| Industrial Manufacturing | - | 2.59 |
| Commercial Services & Supplies | - | 0.54 |
| Cigarettes & Tobacco Products | - | 0.24 |
| Beverages | - | 0.58 |
| Insurance | - | 0.48 |
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