Edelweiss Small Cap Fund vs Tata Small Cap Fund compare

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Tata Small Cap Fund Regular Growth

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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	Average	Very High
Asset Size (Cr)	₹11410 Cr	₹5330 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

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-0.49%	0.25%
6 Month	-11.38%	-4.9%
1 Year	-11.36%	-2.73%
3 Year	14.81%	19.01%
5 Year	21.99%	22.22%

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-6.77%	-1.07%
1 Year	-9.67%	4.9%
3 Year	5.23%	11.32%
5 Year	12.99%	15.82%

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	20.5%	24.46%
3 Year	28.1%	27.69%
5 Year	29.63%	30.57%

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	13.28%	14.15%
Sharp	0.61%	0.88%
Beta	0.76%	0.78%
Alpha	-2.01%	1.6%

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

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	14.24	2.51
Small Cap	78.23	67.44
Mid Cap	7.53	28.98
Large Cap	-	1.07

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	9.49	2.51
Industrials	29.57	-
Healthcare	5.62	-
Basic Materials	17.36	-
Consumer Cyclical	18.1	-
Financial Services	6.02	-
Technology	6.53	-
Utilities	1.24	-
Real Estate	4.12	-
Consumer Defensive	1.96	-
Food Products	-	2.81
Auto Components	-	8.8
Retailing	-	4.62
Pharmaceuticals & Biotechnology	-	5.01
Banks	-	10.99
Insurance	-	3
Healthcare Services	-	6.09
Chemicals & Petrochemicals	-	6.27
Paper, Forest & Jute Products	-	0.69
Cement & Cement Products	-	2.59
Electrical Equipment	-	3.55
Automobiles	-	0.8
Other Consumer Services	-	0.14
Capital Markets	-	4.88
Transport Services	-	1.17
Finance	-	5.54
Aerospace & Defense	-	0.66
Construction	-	2.12
Fertilizers & Agrochemicals	-	1.32
IT - Software	-	2.95
Leisure Services	-	0.91
Textiles & Apparels	-	1.91
Consumer Durables	-	5.43
Industrial Manufacturing	-	1.01
Personal Products	-	0.39
Commercial Services & Supplies	-	2.16
Industrial Products	-	7.62
Agricultural, Commercial & Construction Vehicles	-	0.44
Realty	-	1.4
Beverages	-	2.22