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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) | ₹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 | -2.36% | 1.87% |
| 6 Month | 1% | 6.7% |
| 1 Year | -7.51% | 3.44% |
| 3 Year | 18.12% | 20.4% |
| 5 Year | 27.03% | 27.36% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.94% | 0.16% |
| 1 Year | -2.33% | 10.33% |
| 3 Year | 10.88% | 15.56% |
| 5 Year | 16.95% | 18.74% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.31% | 25.24% |
| 3 Year | 28.33% | 28.13% |
| 5 Year | 30.21% | 31.58% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.07% | 15.89% |
| Sharp | 0.80% | 0.84% |
| Beta | 0.76% | 0.79% |
| Alpha | 0.09% | 0.18% |
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 |
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