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Edelweiss Small Cap Fund vs Tata Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund Regular Growth

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tortoise-icon Edelweiss 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 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) ₹8883 Cr ₹4171 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 -0.9% 2.3%
6 Month -15.83% -10.6%
1 Year 0.72% 2.51%
3 Year 19.17% 17.88%
5 Year 33.52% 32.93%

SIP Return Analysis

Scheme Name Tata Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month -3.1% -1.84%
1 Year -12.71% -9.51%
3 Year 17.26% 17.53%
5 Year 23.52% 22.79%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 28.19% 30.2%
3 Year 29.82% 30.38%
5 Year 28.63% 31.61%

Risk Management

Scheme Name Tata Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 15.861% 15.599%
Sharp 0.793% 0.8%
Beta 0.736% 0.803%
Alpha 3.356% 0.98%

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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 7.03 3.2
Small Cap 84.22 67.63
Mid Cap 8.75 29.17
Large Cap - 0

Sector Allocation

Scheme Name

Tata Small Cap Fund Regular Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 8.25 3.2
Healthcare 10.59 11.41
Basic Materials 18.16 11.9
Consumer Cyclical 15.97 16.79
Financial Services 8.32 17.15
Technology 5.85 11.49
Real Estate 3.86 3.21
Industrials 24.35 18.22
Consumer Defensive 3.84 6.61
Utilities 0.82 -

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