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

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Edelweiss Small Cap Fund - Regular Plan - Growth

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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)	₹5297 Cr	₹3496 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

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	-2.89%	-3.02%
6 Month	0.22%	1.76%
1 Year	-6.05%	-2.4%
3 Year	18.24%	19.02%
5 Year	24.74%	23.73%

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-1.32%	0.23%
1 Year	6.57%	11.55%
3 Year	13.23%	14.17%
5 Year	17.15%	17.2%

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	24.81%	14.39%
3 Year	27.98%	18.55%
5 Year	31.2%	15.79%

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	15.96%	15.79%
Sharp	0.79%	0.83%
Beta	0.79%	0.77%
Alpha	1.21%	1.89%

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

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	2.2	6.86
Small Cap	74.36	80.7
Mid Cap	23.44	4.59
Large Cap	-	7.85

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	1.8	6.86
Utilities	0.97	-
Consumer Defensive	5.66	-
Consumer Cyclical	18.62	-
Technology	7.78	-
Healthcare	11.44	-
Financial Services	21.14	-
Basic Materials	15.07	-
Energy	0.73	-
Industrials	15.38	-
Real Estate	1.43	-
Capital Markets	-	4.5
Auto Components	-	7.67
IT - Services	-	5.21
Industrial Manufacturing	-	1.23
Construction	-	2.58
Retailing	-	3.86
Chemicals & Petrochemicals	-	2.85
Banks	-	9.47
Consumer Durables	-	6.16
IT - Software	-	3.15
Pharmaceuticals & Biotechnology	-	5.86
Agricultural Food & other Products	-	1.56
Industrial Products	-	7.3
Fertilizers & Agrochemicals	-	2.81
Finance	-	4.69
Healthcare Services	-	4.64
Entertainment	-	0.87
Gas	-	1.09
Leisure Services	-	3.05
Cement & Cement Products	-	1.09
Electrical Equipment	-	0.96
Insurance	-	1.49
Personal Products	-	1.03
Other Utilities	-	1.15
Realty	-	2.57
Transport Infrastructure	-	1.62
Textiles & Apparels	-	1.76
Aerospace & Defense	-	2.92