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HDFC Small Cap Fund vs Edelweiss Small Cap Fund compare

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tortoise-icon HDFC 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 HDFC Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Fund HDFC 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) ₹31230 Cr ₹4171 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Apr 2008 07 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over 10.02% 18%
Expense Ratio 1.57 1.84
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179KA1RZ8 INF754K01JJ4
Exits Load HDFC Small Cap Fund - 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 HDFC Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month 2% 3%
6 Month -3.04% -4.67%
1 Year 1.69% 1.6%
3 Year 30.17% 27.58%
5 Year 33.74% 33.54%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month 7.27% 6.9%
1 Year 4.1% 2.71%
3 Year 19.07% 19.83%
5 Year 23.61% 23.3%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 16.61% 28.61%
3 Year 19.63% 29.3%
5 Year 17.14% 32.14%

Risk Management

Scheme Name HDFC Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 16.223% 15.599%
Sharp 0.719% 0.8%
Beta 0.784% 0.803%
Alpha 1.828% 0.98%

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Fund Managers

Scheme Name HDFC Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Name Dhruv Muchhal Trideep Bhattacharya
Total AUM ₹520687 Cr ₹0 Cr
Funds Managed 40 9
HDFC Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund Regular Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 6.66 3.2
Small Cap 80.87 67.63
Mid Cap 8.61 29.17
Large Cap 3.87 0

Sector Allocation

Scheme Name

HDFC Small Cap Fund Regular Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 6.66 3.2
Industrials 23.81 18.22
Consumer Cyclical 18.74 16.79
Consumer Defensive 2.16 6.61
Financial Services 12.19 17.15
Communication Services 2.25 -
Healthcare 12.18 11.41
Basic Materials 6.7 11.9
Utilities 0.43 -
Technology 14.88 11.49
Real Estate - 3.21

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