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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) | ₹36294 Cr | ₹4921 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 | 2.68% | 3.07% |
| 6 Month | 24.65% | 20.61% |
| 1 Year | -0.04% | -2.53% |
| 3 Year | 22.26% | 18.97% |
| 5 Year | 30.97% | 29.52% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.65% | 4.53% |
| 1 Year | 18.5% | 10.51% |
| 3 Year | 19.59% | 18.26% |
| 5 Year | 22.66% | 20.97% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.84% | 27.09% |
| 3 Year | 19.76% | 28.8% |
| 5 Year | 17.3% | 32.52% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.29% | 15.90% |
| Sharp | 0.99% | 0.78% |
| Beta | 0.76% | 0.80% |
| Alpha | 3.13% | -0.11% |
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 | 9.49 | 2.98 |
| Small Cap | 78.55 | 72.62 |
| Mid Cap | 8.23 | 24.4 |
| Large Cap | 3.74 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.93 | 2.87 |
| Industrials | 23.59 | 16.64 |
| Consumer Cyclical | 18.21 | 19.88 |
| Consumer Defensive | 2.24 | 5.17 |
| Financial Services | 11.31 | 17.79 |
| Communication Services | 1.75 | - |
| Healthcare | 12.61 | 10.62 |
| Basic Materials | 7.92 | 16.47 |
| Utilities | 0.36 | 0.89 |
| Technology | 13.07 | 7.78 |
| Energy | - | 0.68 |
| Real Estate | - | 1.21 |
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