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Edelweiss Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Small Cap Fund Regular Plan - 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 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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