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HDFC Small Cap Fund vs Edelweiss Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹37753 Cr | ₹5459 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 | -5.66% | -4.63% |
| 6 Month | -9.21% | -8.61% |
| 1 Year | -0.44% | -1.77% |
| 3 Year | 17.94% | 18.03% |
| 5 Year | 22.09% | 21.64% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.39% | -2.36% |
| 1 Year | 2.84% | 3.75% |
| 3 Year | 9.75% | 10.82% |
| 5 Year | 16.01% | 15.68% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.58% | 24.37% |
| 3 Year | 20% | 27.59% |
| 5 Year | 17.76% | 30.38% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.17% | 14.15% |
| Sharp | 0.9% | 0.88% |
| Beta | 0.75% | 0.78% |
| Alpha | 2.04% | 1.6% |
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 | 10.95 | 7.91 |
| Small Cap | 73.82 | 69.36 |
| Mid Cap | 9.2 | 22.73 |
| Large Cap | 6.03 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.48 | 3.41 |
| Industrials | 21.94 | 15.41 |
| Consumer Cyclical | 18.99 | 17.62 |
| Consumer Defensive | 4.08 | 5.65 |
| Financial Services | 12.85 | 23.67 |
| Communication Services | 1.57 | - |
| Healthcare | 11.15 | 10.79 |
| Basic Materials | 7.21 | 14.61 |
| Technology | 12.73 | 6.6 |
| Real Estate | - | 2.26 |
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