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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) | ₹31230 Cr | ₹4171 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 | 1.35% | 2.3% |
| 6 Month | -10.48% | -10.6% |
| 1 Year | -2.4% | 2.51% |
| 3 Year | 19.3% | 17.88% |
| 5 Year | 33.59% | 32.93% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.12% | -1.84% |
| 1 Year | -10.97% | -9.51% |
| 3 Year | 16.34% | 17.53% |
| 5 Year | 22.69% | 22.79% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.52% | 30.2% |
| 3 Year | 19.66% | 30.38% |
| 5 Year | 16.96% | 31.61% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.223% | 15.599% |
| Sharp | 0.719% | 0.8% |
| Beta | 0.784% | 0.803% |
| Alpha | 1.828% | 0.98% |
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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 | 6.66 | 3.2 |
| Small Cap | 80.87 | 67.63 |
| Mid Cap | 8.61 | 29.17 |
| Large Cap | 3.87 | 0 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.66 | 3.2 |
| Industrials | 23.81 | 18.22 |
| Consumer Cyclical | 18.74 | 16.79 |
| Consumer Defensive | 2.16 | 6.61 |
| Financial Services | 12.19 | 17.15 |
| Communication Services | 2.25 | - |
| Healthcare | 12.18 | 11.41 |
| Basic Materials | 6.7 | 11.9 |
| Utilities | 0.43 | - |
| Technology | 14.88 | 11.49 |
| Real Estate | - | 3.21 |
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