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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 | Average | Very High |
| Asset Size (Cr) | ₹11792 Cr | ₹5297 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 | -4.93% | -2.68% |
| 6 Month | -9.76% | -2.44% |
| 1 Year | -16.91% | -8.77% |
| 3 Year | 14.58% | 18.16% |
| 5 Year | 23.7% | 24.3% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.96% | -1.32% |
| 1 Year | -8.9% | 6.57% |
| 3 Year | 7% | 13.23% |
| 5 Year | 14.45% | 17.15% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.92% | 24.81% |
| 3 Year | 28.24% | 27.98% |
| 5 Year | 29.97% | 31.2% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.32% | 15.96% |
| Sharp | 0.59% | 0.79% |
| Beta | 0.77% | 0.79% |
| Alpha | -1.52% | 1.21% |
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 | 18.19 | 2.2 |
| Small Cap | 74.45 | 74.36 |
| Mid Cap | 7.36 | 23.44 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.98 | 1.8 |
| Industrials | 25.91 | 15.38 |
| Healthcare | 5.46 | 11.44 |
| Basic Materials | 18.09 | 14.89 |
| Consumer Cyclical | 17.84 | 18.62 |
| Financial Services | 5.66 | 21.14 |
| Technology | 6.66 | 7.78 |
| Utilities | 1.2 | 0.97 |
| Real Estate | 4.44 | 1.61 |
| Consumer Defensive | 1.77 | 5.66 |
| Energy | - | 0.73 |
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