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) | ₹14996 Cr | ₹4171 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 | -5.96% | -6.45% |
6 Month | -21.72% | -20.19% |
1 Year | 7.48% | 7.19% |
3 Year | 14.09% | 16.09% |
5 Year | 27.17% | 28.97% |
SIP Return Analysis
Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -15.15% | -15.13% |
1 Year | -25.65% | -25.96% |
3 Year | 10.37% | 11.6% |
5 Year | 18.77% | 20.39% |
Rolling Lumpsum Returns
Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.05% | 30.2% |
3 Year | 22.85% | 30.38% |
5 Year | 21.75% | 31.61% |
Risk Management
Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.367% | 15.599% |
Sharp | 0.526% | 0.8% |
Beta | 0.891% | 0.803% |
Alpha | -1.492% | 0.98% |
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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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