Edelweiss Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Edelweiss Small Cap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4171 Cr | ₹3168 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 07 Feb 2019 | 15 Feb 2005 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 18% | 22% |
Expense Ratio | 1.84 | 1.97 |
Manager | Trideep Bhattacharya | Rohit Seksaria |
ISIN Code | INF754K01JJ4 | INF903J01470 |
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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 6.36% | 8.11% |
6 Month | -2.53% | -0.47% |
1 Year | 8.73% | 8.9% |
3 Year | 24.19% | 24.3% |
5 Year | 35.13% | 34.9% |
SIP Return Analysis
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -3.6% | -2.36% |
1 Year | -13.54% | -12.04% |
3 Year | 14.97% | 14.56% |
5 Year | 21% | 19.78% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 30.2% | 16.78% |
3 Year | 30.38% | 18.05% |
5 Year | 31.61% | 15.38% |
Risk Management
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.599% | 14.09% |
Sharp | 0.8% | 0.69% |
Beta | 0.803% | 0.77% |
Alpha | 0.98% | 1.31% |
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Fund Managers
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Name | Trideep Bhattacharya | Rohit Seksaria |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 9 | 15 |
Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.2 | 6.13 |
Small Cap | 67.63 | 84.96 |
Mid Cap | 29.17 | 2.15 |
Large Cap | 0 | 6.23 |
Sector Allocation
Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.2 | 6.13 |
Consumer Defensive | 6.61 | - |
Basic Materials | 11.9 | - |
Technology | 11.49 | - |
Consumer Cyclical | 16.79 | - |
Healthcare | 11.41 | - |
Financial Services | 17.15 | - |
Industrials | 18.22 | - |
Real Estate | 3.21 | - |
Capital Markets | - | 3.69 |
Auto Components | - | 6.36 |
Construction | - | 2.73 |
IT - Services | - | 5.03 |
Industrial Manufacturing | - | 1.28 |
Retailing | - | 1.73 |
Banks | - | 7.41 |
Chemicals & Petrochemicals | - | 2.82 |
Consumer Durables | - | 7.87 |
IT - Software | - | 2.54 |
Pharmaceuticals & Biotechnology | - | 5.55 |
Agricultural Food & other Products | - | 2.19 |
Industrial Products | - | 8.5 |
Fertilizers & Agrochemicals | - | 2.1 |
Finance | - | 6.93 |
Automobiles | - | 0.63 |
Healthcare Services | - | 4.43 |
Entertainment | - | 0.95 |
Gas | - | 1.22 |
Leisure Services | - | 3.57 |
Cement & Cement Products | - | 1.79 |
Other Consumer Services | - | 1.17 |
Electrical Equipment | - | 1.53 |
Insurance | - | 0.87 |
Personal Products | - | 1.21 |
Other Utilities | - | 1.4 |
Realty | - | 3.16 |
Transport Infrastructure | - | 1.56 |
Aerospace & Defense | - | 1.83 |
Textiles & Apparels | - | 0.79 |
Beverages | - | 0.5 |
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