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 | 2.3% | 3.46% |
6 Month | -10.6% | -10.47% |
1 Year | 2.51% | 0.06% |
3 Year | 17.88% | 17.22% |
5 Year | 32.93% | 31.45% |
SIP Return Analysis
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -1.84% | -0.29% |
1 Year | -9.51% | -8.28% |
3 Year | 17.53% | 16.71% |
5 Year | 22.79% | 21.34% |
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% | 0.52% |
Beta | 0.803% | 0.77% |
Alpha | 0.98% | 0.22% |
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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 | 8.14 |
Small Cap | 67.63 | 83.41 |
Mid Cap | 29.17 | 2.94 |
Large Cap | 0 | 5.51 |
Sector Allocation
Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.2 | 8.9 |
Consumer Defensive | 6.61 | 4.93 |
Basic Materials | 11.9 | 9.08 |
Technology | 11.49 | 4.4 |
Consumer Cyclical | 16.79 | 18.36 |
Healthcare | 11.41 | 9.08 |
Financial Services | 17.15 | 17.68 |
Industrials | 18.22 | 19.46 |
Real Estate | 3.21 | 3.3 |
Communication Services | - | 3.59 |
Utilities | - | 1.22 |
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