Edelweiss Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option Edelweiss Small Cap Fund - Regular Plan - Growth
Fund HDFC Small Cap Fund - Growth Option Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹31526 Cr ₹3816 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 Apr 2008 01 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY SMALLCAP 250 TRI
Turn Over 10.02% 18%
Expense Ratio 1.58 1.86
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179KA1RZ8 INF754K01JJ4
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month 2.23% 3.17%
6 Month 16.9% 22.74%
1 Year 37.8% 43.55%
3 Year 27.36% 27.3%
5 Year 30.29% 34.55%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 15.03% 18.74%
3 Year 52.08% 51.27%
5 Year 122.38% 126.14%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 33.72% 35.53%
3 Year 90.05% 91.33%
5 Year 129.98% 136.53%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 15.17% 14.15%
Sharp 1.2% 1.23%
Beta 0.8% 0.76%
Alpha 4% 3.7%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Edelweiss Small Cap Fund - Regular Plan - Growth
Name Dhruv Muchhal Trideep Bhattacharya
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 9
HDFC Small Cap Fund - Growth Option Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 7.71 2.77
Small Cap 79.7 71.43
Large Cap 4.04 -
Mid Cap 8.55 25.8

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 7.63 1.46
Auto Components 7.79 -
Transport Services 7.53 -
Banks 8.31 -
Entertainment 2.26 -
Finance 1.41 -
Consumer Durables 5.69 -
Healthcare Services 6.12 -
Fertilizers & Agrochemicals 2.88 -
Ferrous Metals 2.79 -
Power 0.49 -
Chemicals & Petrochemicals 1.61 -
Commercial Services & Supplies 8.7 -
Industrial Products 5.9 -
Leisure Services 1.61 -
IT - Services 0.66 -
Beverages 0.88 -
Construction 8.01 10.09
Media 0.62 -
Agricultural, Commercial & Construction Vehicles 0.31 -
IT - Software 4.02 -
Pharmaceuticals & Biotechnology 3.45 -
Electrical Equipment 3.38 -
Retailing 2.28 -
Transport Infrastructure 0.64 -
Industrial Manufacturing 0.29 -
Personal Products 1.53 -
Other Utilities 0.76 -
Capital Markets 0.65 -
Textiles & Apparels 1.8 -
Consumer Staples - 5.37
Materials - 5.99
Communication - 1.43
Healthcare - 9.88
Financial - 15.79
Automobile - 5.09
Capital Goods - 17.27
Services - 8.82
Chemicals - 2.15
Technology - 5.85
Metals & Mining - 4.26
Consumer Discretionary - 3.13
Textiles - 3.42

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