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 | -2.1% | -3.55% |
| 6 Month | 1.29% | 0.84% |
| 1 Year | -5.95% | -4.67% |
| 3 Year | 18.85% | 19.41% |
| 5 Year | 24.28% | 29.32% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.32% | -3.67% |
| 1 Year | 4.77% | 1.14% |
| 3 Year | 12.88% | 11.52% |
| 5 Year | 17.15% | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.64% | 9.79% |
| 3 Year | 27.85% | 10.56% |
| 5 Year | 31.03% | 10.66% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.96% | 18.497% |
| Sharp | 0.79% | 0.792% |
| Beta | 0.79% | 0.929% |
| Alpha | 1.21% | 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 | 3.95 | 16.88 |
| Small Cap | 73.3 | 61.43 |
| Mid Cap | 22.75 | 0.95 |
| Large Cap | - | 20.74 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.51 | 7.68 |
| Utilities | 0 | 2.95 |
| Consumer Defensive | 5.56 | 4.08 |
| Consumer Cyclical | 18.74 | 12.63 |
| Healthcare | 11.23 | 13.85 |
| Financial Services | 23.14 | 19.33 |
| Basic Materials | 14.63 | 7.4 |
| Real Estate | 2.08 | 2.48 |
| Energy | 0 | 17.04 |
| Technology | 7.38 | 2.78 |
| Industrials | 14.72 | 6.74 |
| Communication Services | - | 3.03 |
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