Edelweiss Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11576 Cr | ₹4980 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Nov 2018 | 07 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 4.59% | 18% |
Expense Ratio | 1.7 | 1.84 |
Manager | Chandraprakash Padiyar | Trideep Bhattacharya |
ISIN Code | INF277K015O2 | INF754K01JJ4 |
Exits Load | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -3.64% | -3.01% |
6 Month | 17.1% | 17.7% |
1 Year | -6.36% | -4.6% |
3 Year | 21.3% | 19.62% |
5 Year | 28.63% | 27.88% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.34% | 2.17% |
1 Year | 0.97% | 2.21% |
3 Year | 16.24% | 16.42% |
5 Year | 21.3% | 20.28% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 25.17% | 27.09% |
3 Year | 28.72% | 28.8% |
5 Year | 31.28% | 32.52% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.98% | 15.78% |
Sharp | 1.09% | 0.95% |
Beta | 0.77% | 0.80% |
Alpha | 2.78% | -0.04% |
Fund Managers
Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Chandraprakash Padiyar | Trideep Bhattacharya |
Total AUM | ₹15627 Cr | ₹0 Cr |
Funds Managed | 3 | 9 |
Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 12.11 | 2.98 |
Small Cap | 81.63 | 72.62 |
Mid Cap | 6.26 | 24.4 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 9.62 | 2.87 |
Healthcare | 9.72 | 10.62 |
Basic Materials | 19.78 | 16.47 |
Consumer Cyclical | 18.21 | 19.88 |
Financial Services | 4.82 | 17.79 |
Technology | 4.63 | 7.78 |
Utilities | 0.92 | 0.89 |
Real Estate | 4.11 | 1.21 |
Industrials | 25.55 | 16.64 |
Consumer Defensive | 2.62 | 5.17 |
Energy | - | 0.68 |
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