Edelweiss Small Cap Fund vs Axis Small Cap Fund compare

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Edelweiss Small Cap Fund - Regular Plan - Growth

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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)	₹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

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%

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
6 Month	8.74%	9.28%
1 Year	5.8%	9.74%
3 Year	20.76%	20.54%
5 Year	23.9%	22.55%

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%

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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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

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

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