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) ₹3002 Cr ₹3008 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Feb 2019 10 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 1.9 1.96
Manager Trideep Bhattacharya Rohit Seksaria
ISIN Code INF754K01JJ4 INF903J01470
Exits Load Exit load of 1%, if redeemed within 90 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month 3.63% 3.18%
6 Month 19.08% 15.37%
1 Year 47.08% 44.16%
3 Year 25.89% 22.97%
5 Year 32.37% 26.75%

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 18.74% 16.31%
3 Year 51.27% 48.22%
5 Year 126.14% 111.75%

Rolling Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 35.53% 32.21%
3 Year 91.33% 81.53%
5 Year 136.53% 119.87%

Risk Management

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 14.15% 14.09%
Sharp 1.25% 1.15%
Beta 0.76% 0.74%
Alpha 3.57% 2.14%

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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
Fund Manage 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

Mid Cap 25.8 8.71
Small Cap 71.43 76.79
Others 2.77 6.79
Large Cap - 7.72

Sector Allocation

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Capital Goods 17.27 10.59
Healthcare 9.88 8.1
Automobile 5.09 3.14
Metals & Mining 4.26 2.72
Consumer Discretionary 3.13 5.01
Chemicals 2.15 2.36
Services 8.82 11.54
Technology 5.85 8.31
Financial 15.79 24.44
Construction 10.09 6.33
Others 1.46 2.48
Consumer Staples 5.37 6.04
Textiles 3.42 1.12
Materials 5.99 4.69
Communication 1.43 -
Unclassified - 1.94
Energy - 1.2

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