Edelweiss Small Cap Fund vs Quant Small Cap Fund compare

Edelweiss Small Cap Fund vs Quant Small Cap Fund compare

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Edelweiss Small Cap Fund - Regular Plan - Growth

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Quant Small Cap Fund Regular Growth

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Chart Comparison

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

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	2.44%	1.55%
6 Month	12.61%	10.31%
1 Year	-0.08%	-3.33%
3 Year	20.32%	23.49%
5 Year	28.78%	33.62%

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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