HDFC Small Cap Fund vs Edelweiss Small Cap Fund compare

HDFC Small Cap Fund vs Edelweiss Small Cap Fund compare

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HDFC Small Cap Fund Regular Growth

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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)	₹36353 Cr	₹4980 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	-2.19%	-3.49%
6 Month	20.13%	16.77%
1 Year	2.42%	0.14%
3 Year	23.85%	20.67%
5 Year	30.79%	29.82%

SIP Return Analysis

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	7.54%	4.28%
1 Year	9.68%	2.42%
3 Year	18.16%	16.98%
5 Year	22.21%	20.67%

Rolling Lumpsum Returns

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	15.84%	27.09%
3 Year	19.76%	28.8%
5 Year	17.3%	32.52%

Risk Management

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	15.41%	15.78%
Sharp	1.16%	0.95%
Beta	0.78%	0.80%
Alpha	3.15%	-0.04%

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	9.49	2.98
Small Cap	78.55	72.62
Mid Cap	8.23	24.4
Large Cap	3.74	-

Sector Allocation

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	8.93	2.87
Industrials	23.59	16.64
Consumer Cyclical	18.21	19.88
Consumer Defensive	2.24	5.17
Financial Services	11.31	17.79
Communication Services	1.75	-
Healthcare	12.61	10.62
Basic Materials	7.92	16.47
Utilities	0.36	0.89
Technology	13.07	7.78
Energy	-	0.68
Real Estate	-	1.21

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