Edelweiss Small Cap Fund vs DSP Small Cap Fund compare
DSP Small Cap Fund - Regular - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹17005 Cr | ₹4980 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 14 Jun 2007 | 07 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 18% | 18% |
Expense Ratio | 1.71 | 1.84 |
Manager | Vinit Sambre | Trideep Bhattacharya |
ISIN Code | INF740K01797 | INF754K01JJ4 |
Exits Load | DSP Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -3.57% | -2.94% |
6 Month | 18.15% | 15.28% |
1 Year | -0.23% | 0.16% |
3 Year | 21.01% | 21.2% |
5 Year | 28.05% | 29.61% |
SIP Return Analysis
Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.71% | 4.28% |
1 Year | 3.5% | 2.42% |
3 Year | 16.94% | 16.98% |
5 Year | 19.75% | 20.67% |
Rolling Lumpsum Returns
Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.77% | 27.09% |
3 Year | 22.64% | 28.8% |
5 Year | 22.41% | 32.52% |
Risk Management
Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.52% | 15.78% |
Sharp | 0.83% | 0.95% |
Beta | 0.92% | 0.80% |
Alpha | -2.09% | -0.04% |
Fund Managers
Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Vinit Sambre | Trideep Bhattacharya |
Total AUM | ₹31142 Cr | ₹0 Cr |
Funds Managed | 3 | 9 |
DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.57 | 2.98 |
Small Cap | 87.96 | 72.62 |
Mid Cap | 3.47 | 24.4 |
Sector Allocation
Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.57 | 2.87 |
Financial Services | 6.65 | 17.79 |
Consumer Defensive | 7.53 | 5.17 |
Consumer Cyclical | 30.18 | 19.88 |
Basic Materials | 18.46 | 16.47 |
Utilities | 0.14 | 0.89 |
Healthcare | 8.88 | 10.62 |
Industrials | 15.44 | 16.64 |
Technology | 3.39 | 7.78 |
Communication Services | 0.76 | - |
Energy | - | 0.68 |
Real Estate | - | 1.21 |
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