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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) | ₹36294 Cr | ₹4921 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 | 4.44% | 3.91% |
| 6 Month | 28% | 21.74% |
| 1 Year | 0.8% | -2.86% |
| 3 Year | 23.32% | 20.1% |
| 5 Year | 29.77% | 27.93% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.65% | 4.53% |
| 1 Year | 18.5% | 10.51% |
| 3 Year | 19.59% | 18.26% |
| 5 Year | 22.66% | 20.97% |
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 | 15.29% | 15.90% |
| Sharp | 0.99% | 0.78% |
| Beta | 0.76% | 0.80% |
| Alpha | 3.13% | -0.11% |
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 | 10.9 | 3.21 |
| Small Cap | 77.14 | 71.89 |
| Mid Cap | 8.29 | 24.9 |
| Large Cap | 3.66 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.36 | 3.1 |
| Industrials | 22.28 | 15.29 |
| Consumer Cyclical | 18.62 | 21.24 |
| Consumer Defensive | 2.29 | 5.95 |
| Financial Services | 10.72 | 17.07 |
| Communication Services | 1.87 | - |
| Healthcare | 12.52 | 10.65 |
| Basic Materials | 7.57 | 15.73 |
| Utilities | 0.31 | 1.03 |
| Technology | 13.47 | 8.21 |
| Energy | - | 0.62 |
| Real Estate | - | 1.13 |
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