HDFC Small Cap Fund vs Edelweiss Small Cap Fund compare

Link copied to clipboard!

HDFC Small Cap Fund Regular Growth

Invest Now

Edelweiss Small Cap Fund - Regular Plan - Growth

Invest Now

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)	₹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

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	0.39%	2.29%
6 Month	-1.67%	-1.41%
1 Year	-0.06%	-1.88%
3 Year	20.44%	20.41%
5 Year	24.07%	23.02%

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-1.52%	0.97%
1 Year	10.02%	11.03%
3 Year	12.55%	13.68%
5 Year	17.69%	17.31%

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	14.65%	24.46%
3 Year	20.01%	27.69%
5 Year	17.75%	30.57%

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	15.17%	14.15%
Sharp	0.94%	0.85%
Beta	0.75%	0.78%
Alpha	2.88%	1.43%

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

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	11.69	2.51
Small Cap	73.73	67.44
Mid Cap	8.91	28.98
Large Cap	5.67	1.07

Scheme Name	HDFC Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	11.01	2.51
Industrials	20.79	-
Consumer Cyclical	18.73	-
Consumer Defensive	3.66	-
Financial Services	12.58	-
Communication Services	1.63	-
Healthcare	11.87	-
Basic Materials	6.86	-
Technology	12.89	-
Food Products	-	2.81
Auto Components	-	8.8
Retailing	-	4.62
Pharmaceuticals & Biotechnology	-	5.01
Banks	-	10.99
Insurance	-	3
Healthcare Services	-	6.09
Chemicals & Petrochemicals	-	6.27
Paper, Forest & Jute Products	-	0.69
Cement & Cement Products	-	2.59
Electrical Equipment	-	3.55
Automobiles	-	0.8
Other Consumer Services	-	0.14
Capital Markets	-	4.88
Transport Services	-	1.17
Finance	-	5.54
Aerospace & Defense	-	0.66
Construction	-	2.12
Fertilizers & Agrochemicals	-	1.32
IT - Software	-	2.95
Leisure Services	-	0.91
Textiles & Apparels	-	1.91
Consumer Durables	-	5.43
Industrial Manufacturing	-	1.01
Personal Products	-	0.39
Commercial Services & Supplies	-	2.16
Industrial Products	-	7.62
Agricultural, Commercial & Construction Vehicles	-	0.44
Realty	-	1.4
Beverages	-	2.22