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Edelweiss Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC 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) | ₹36828 Cr | ₹5057 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Apr 2008 | 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 | 10.02% | 18% |
| Expense Ratio | 1.57 | 1.84 |
| Manager | Dhruv Muchhal | Trideep Bhattacharya |
| ISIN Code | INF179KA1RZ8 | INF754K01JJ4 |
| Exits Load | HDFC Small Cap Fund - 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 | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.43% | -0.19% |
| 6 Month | 15.99% | 10.14% |
| 1 Year | -0.33% | -2.96% |
| 3 Year | 21.7% | 19.51% |
| 5 Year | 29.78% | 27.75% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.18% | 2.34% |
| 1 Year | 18.23% | 12.07% |
| 3 Year | 17.65% | 16.78% |
| 5 Year | 21.09% | 19.56% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.38% | 26.11% |
| 3 Year | 19.84% | 28.51% |
| 5 Year | 17.49% | 32.22% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.31% | 15.89% |
| Sharp | 1.02% | 0.84% |
| Beta | 0.76% | 0.79% |
| Alpha | 2.98% | 0.18% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Trideep Bhattacharya |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 9 |
| HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.74 | 2.78 |
| Small Cap | 75.89 | 73.32 |
| Mid Cap | 8.72 | 23.9 |
| Large Cap | 4.65 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.19 | 2.68 |
| Industrials | 22.54 | 15.68 |
| Consumer Cyclical | 19.02 | 19.37 |
| Consumer Defensive | 2.9 | 5.89 |
| Financial Services | 11.35 | 18.49 |
| Communication Services | 1.79 | - |
| Healthcare | 12.29 | 12 |
| Basic Materials | 7.07 | 15.33 |
| Utilities | 0 | 1.03 |
| Technology | 12.85 | 7.75 |
| Energy | - | 0.71 |
| Real Estate | - | 1.06 |
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