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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) | ₹38020 Cr | ₹5330 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 | -2.39% | -2.06% |
| 6 Month | 1.51% | -0.49% |
| 1 Year | -3.75% | -6.64% |
| 3 Year | 19.73% | 18.36% |
| 5 Year | 25.36% | 24.45% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.75% | -1.88% |
| 1 Year | 9.22% | 7% |
| 3 Year | 13% | 13.15% |
| 5 Year | 17.94% | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.92% | 24.81% |
| 3 Year | 20.01% | 27.98% |
| 5 Year | 17.67% | 31.2% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.43% | 15.96% |
| Sharp | 0.88% | 0.79% |
| Beta | 0.76% | 0.79% |
| Alpha | 2.62% | 1.21% |
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 | 11.15 | 2.2 |
| Small Cap | 74.68 | 74.36 |
| Mid Cap | 9.02 | 23.44 |
| Large Cap | 5.15 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.41 | 1.8 |
| Industrials | 21.41 | 15.38 |
| Consumer Cyclical | 18.78 | 18.62 |
| Consumer Defensive | 3.31 | 5.66 |
| Financial Services | 11.86 | 21.14 |
| Communication Services | 1.87 | - |
| Healthcare | 12.32 | 11.44 |
| Basic Materials | 6.64 | 14.89 |
| Technology | 13.39 | 7.78 |
| Utilities | - | 0.97 |
| Real Estate | - | 1.61 |
| Energy | - | 0.73 |
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