Edelweiss Small Cap Fund vs Nippon India Small Cap Fund compare

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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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	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Fund	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹64821 Cr	₹4921 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	16 Sep 2010	07 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	23%	18%
Expense Ratio	1.47	1.84
Manager	Tejas Sheth	Trideep Bhattacharya
ISIN Code	INF204K01HZ0	INF754K01JJ4
Exits Load	Exit load of 1% if redeemed within 1 year./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

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	2.96%	3.07%
6 Month	3.2%	20.61%
1 Year	27.45%	-2.53%
3 Year	27.3%	18.97%
5 Year	35.6%	29.52%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-	4.53%
1 Year	21.44%	10.51%
3 Year	33.74%	18.26%
5 Year	37.32%	20.97%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	18.15%	27.09%
3 Year	28.18%	28.8%
5 Year	22.05%	32.52%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	16.46%	15.90%
Sharp	0.92%	0.78%
Beta	0.83%	0.80%
Alpha	2.19%	-0.11%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Name	Tejas Sheth	Trideep Bhattacharya
Total AUM	₹89953 Cr	₹0 Cr
Funds Managed	3	9
	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	5.23	2.98
Small Cap	70	72.62
Large Cap	11.94	-
Mid Cap	12.83	24.4

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	5.23	2.87
IT - Services	2.62	-
Telecom - Equipment & Accessories	1.27	-
Consumer Durables	7.21	-
Industrial Products	9.04	-
Textiles & Apparels	2.62	-
Electrical Equipment	7.25	-
Diversified FMCG	0.41	-
Pharmaceuticals & Biotechnology	4.89	-
Banks	5.79	-
Realty	0.58	-
Chemicals & Petrochemicals	3.55	-
IT - Software	2.46	-
Leisure Services	1.54	-
Paper, Forest & Jute Products	1.08	-
Industrial Manufacturing	2.63	-
Aerospace & Defense	1.69	-
Transport Services	0.49	-
Cement & Cement Products	1.24	-
Fertilizers & Agrochemicals	1.79	-
Capital Markets	4.66	-
Construction	3.26	-
Power	1.84	-
Media	0.08	-
IT - Hardware	0.06	-
Healthcare Services	2.27	-
Agricultural Food & other Products	1.89	-
Finance	2.98	-
Other Consumer Services	1.15	-
Petroleum Products	0.27	-
Entertainment	0.51	-
Diversified Metals	0.86	-
Retailing	1.32	-
Food Products	1.4	-
Auto Components	6.15	-
Commercial Services & Supplies	0.94	-
Household Products	1.13	-
Telecom - Services	0.69	-
Diversified	0.11	-
Consumable Fuels	0.56	-
Personal Products	1.15	-
Beverages	1.23	-
Automobiles	0.15	-
Other Utilities	0.82	-
Insurance	0.58	-
Agricultural, Commercial & Construction Vehicles	0.4	-
Ferrous Metals	0.16	-
Utilities	-	0.89
Consumer Defensive	-	5.17
Consumer Cyclical	-	19.88
Technology	-	7.78
Healthcare	-	10.62
Financial Services	-	17.79
Basic Materials	-	16.47
Industrials	-	16.64
Energy	-	0.68
Real Estate	-	1.21