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) | ₹5057 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 | 2.91% | 2.29% |
| 6 Month | 13.13% | 11.11% |
| 1 Year | -0.29% | -2.95% |
| 3 Year | 20.51% | 24.24% |
| 5 Year | 28.96% | 33.81% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.34% | 2.81% |
| 1 Year | 12.07% | 11.78% |
| 3 Year | 16.78% | 16.43% |
| 5 Year | 19.56% | 22.11% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 26.11% | 10.2% |
| 3 Year | 28.51% | 10.46% |
| 5 Year | 32.22% | 10.35% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.89% | 18.497% |
| Sharp | 0.84% | 0.792% |
| Beta | 0.79% | 0.929% |
| Alpha | 0.18% | 1.342% |
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 | 2.78 | 16.55 |
| Small Cap | 73.32 | 63.1 |
| Mid Cap | 23.9 | 0.52 |
| Large Cap | - | 19.83 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.68 | 9.04 |
| Utilities | 1.03 | 2.98 |
| Consumer Defensive | 5.89 | 4.41 |
| Consumer Cyclical | 19.37 | 12.69 |
| Technology | 7.75 | 2.46 |
| Healthcare | 12 | 14.71 |
| Financial Services | 18.49 | 17.06 |
| Basic Materials | 15.33 | 8.01 |
| Industrials | 15.68 | 6.74 |
| Energy | 0.71 | 16.38 |
| Real Estate | 1.06 | 2.61 |
| Communication Services | - | 2.91 |
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