Edelweiss Small Cap Fund vs Quant Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5330 Cr | ₹25183 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Feb 2019 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 18% | % |
| Expense Ratio | 1.84 | 1.6 |
| Manager | Trideep Bhattacharya | Sanjeev Sharma |
| ISIN Code | INF754K01JJ4 | INF966L01AA0 |
| Exits Load | 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 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 1.39% | -0.16% |
| 6 Month | -1.17% | -2.14% |
| 1 Year | -3.1% | -3.08% |
| 3 Year | 20.09% | 20.09% |
| 5 Year | 24.05% | 29.12% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.97% | -0.2% |
| 1 Year | 11.03% | 7.65% |
| 3 Year | 13.68% | 12.01% |
| 5 Year | 17.31% | 18.68% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.5% | 9.78% |
| 3 Year | 27.7% | 10.57% |
| 5 Year | 30.85% | 10.68% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.15% | 18.63% |
| Sharp | 0.85% | 0.9% |
| Beta | 0.78% | 0.83% |
| Alpha | 1.43% | 2.82% |
Fund Managers
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 9 | 22 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.51 | 7.63 |
| Small Cap | 67.44 | 67.46 |
| Mid Cap | 28.98 | 1.24 |
| Large Cap | 1.07 | 23.74 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.51 | 7.63 |
| Food Products | 2.81 | 3.47 |
| Auto Components | 8.8 | 2.88 |
| Retailing | 4.62 | 1.5 |
| Pharmaceuticals & Biotechnology | 5.01 | 8.91 |
| Banks | 10.99 | 4.97 |
| Insurance | 3 | 0.22 |
| Healthcare Services | 6.09 | 2.76 |
| Chemicals & Petrochemicals | 6.27 | 1.13 |
| Paper, Forest & Jute Products | 0.69 | - |
| Cement & Cement Products | 2.59 | - |
| Electrical Equipment | 3.55 | 0.43 |
| Automobiles | 0.8 | - |
| Other Consumer Services | 0.14 | - |
| Capital Markets | 4.88 | 2.47 |
| Transport Services | 1.17 | - |
| Finance | 5.54 | 11.7 |
| Aerospace & Defense | 0.66 | - |
| Construction | 2.12 | 6.02 |
| Fertilizers & Agrochemicals | 1.32 | 3.11 |
| IT - Software | 2.95 | 0.34 |
| Leisure Services | 0.91 | 3.19 |
| Textiles & Apparels | 1.91 | 3.23 |
| Consumer Durables | 5.43 | 0.68 |
| Industrial Manufacturing | 1.01 | 0.1 |
| Personal Products | 0.39 | - |
| Commercial Services & Supplies | 2.16 | - |
| Industrial Products | 7.62 | 3.88 |
| Agricultural, Commercial & Construction Vehicles | 0.44 | - |
| Realty | 1.4 | 2.47 |
| Beverages | 2.22 | 0.32 |
| Petroleum Products | - | 10.36 |
| IT - Services | - | 0.45 |
| Agricultural Food & other Products | - | 0.28 |
| Consumer Services | - | 1.57 |
| Healthcare Equipment & Supplies | - | 2.18 |
| Gas | - | 3.34 |
| Oil | - | 1.48 |
| Metals & Minerals Trading | - | 1.91 |
| Entertainment | - | 2.11 |
| Telecom - Services | - | 1.86 |
| Minerals & Mining | - | 0.17 |
| Power | - | 2.95 |
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