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Edelweiss Small Cap Fund vs DSP Small Cap Fund compare

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tortoise-icon DSP Small Cap Fund - Regular - Growth

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tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹16305 Cr ₹4580 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 3.45% 5.06%
6 Month -1.29% -1.95%
1 Year 6.95% 4.16%
3 Year 26.12% 27.17%
5 Year 32.28% 34.18%

SIP Return Analysis

Scheme Name DSP Small Cap Fund - Regular - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month 16.48% 13.08%
1 Year 17.31% 11.47%
3 Year 23.37% 22.26%
5 Year 24.09% 24.42%

Rolling Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 17.28% 28.61%
3 Year 22.43% 29.3%
5 Year 22.15% 32.14%

Risk Management

Scheme Name DSP Small Cap Fund - Regular - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 19.32% 16.79%
Sharp 0.82% 0.94%
Beta 0.93% 0.81%
Alpha -2.14% -

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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 6.01 3.2
Small Cap 90.88 67.63
Mid Cap 3.1 29.17
Large Cap - 0

Sector Allocation

Scheme Name

DSP Small Cap Fund - Regular - Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 6.01 3.2
Financial Services 4.12 17.15
Consumer Defensive 7.68 6.61
Consumer Cyclical 32 16.79
Basic Materials 20.51 11.9
Utilities 0.17 -
Healthcare 8.42 11.41
Industrials 16.34 18.22
Technology 3.82 11.49
Communication Services 0.92 -
Real Estate - 3.21

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