- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹11637 Cr | ₹5057 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 | -0.26% | 3.39% |
| 6 Month | 7.26% | 10.49% |
| 1 Year | -6.31% | 1.84% |
| 3 Year | 19.93% | 20.7% |
| 5 Year | 29.11% | 28.83% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.98% | 0.97% |
| 1 Year | 2.23% | 9.6% |
| 3 Year | 13.87% | 16.71% |
| 5 Year | 19.21% | 19.74% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.4% | 26.11% |
| 3 Year | 28.5% | 28.51% |
| 5 Year | 30.65% | 32.22% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.04% | 15.87% |
| Sharp | 0.82% | 0.81% |
| Beta | 0.78% | 0.80% |
| Alpha | 0.42% | -0.32% |
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 | 17.27 | 2.78 |
| Small Cap | 76.22 | 73.32 |
| Mid Cap | 6.51 | 23.9 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.94 | 2.68 |
| Industrials | 24.95 | 15.68 |
| Healthcare | 7.47 | 12 |
| Basic Materials | 19.12 | 15.33 |
| Consumer Cyclical | 17.32 | 19.37 |
| Financial Services | 4.77 | 18.49 |
| Technology | 6.74 | 7.75 |
| Utilities | 1.19 | 1.03 |
| Real Estate | 4.7 | 1.06 |
| Consumer Defensive | 1.79 | 5.89 |
| Energy | - | 0.71 |
Top Comparisons
Invesco India Infrastructure Fund - Growth Option
3Y Returns25.52%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns23.63%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns19.79%
DSP Focused Fund - Regular Plan - Growth
3Y Returns17.85%
Templeton India Value Fund - Growth Plan
3Y Returns18.12%
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns20.18%
Axis Retirement Fund - Aggressive Plan - Regular Growth
3Y Returns14.32%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns14.8%
