- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+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) | ₹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 | 6.96% | 6.07% |
| 6 Month | -7.87% | -6.17% |
| 1 Year | 5.05% | 4.15% |
| 3 Year | 26.95% | 26.25% |
| 5 Year | 34.5% | 34.67% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.63% | 10.46% |
| 1 Year | 3.38% | 6.83% |
| 3 Year | 20.71% | 20.8% |
| 5 Year | 24.62% | 23.78% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 26.47% | 28.61% |
| 3 Year | 29.12% | 29.3% |
| 5 Year | 29.64% | 32.14% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | - |
Top Comparisons
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.05%
Kotak Banking and PSU Debt - Growth
3Y Returns7.75%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
SBI Liquid Fund - Regular Plan -Growth
3Y Returns6.87%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.95%
ITI Multi Cap Fund Regular - Growth
3Y Returns23.98%
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns21%
