Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Small Cap Fund vs DSP Small Cap Fund compare

Link copied to clipboard!

tortoise-icon DSP Small Cap Fund - Regular - Growth

Invest Now

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

Invest Now

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) ₹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

Top Comparisons

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns17.7%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns12.74%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns18.6%

Compare Now

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns18.4%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns24.16%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns17.28%

Compare Now
Add to Cart Successfully