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) | ₹34032 Cr | ₹4580 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 | 4.4% | 5.06% |
6 Month | -0.08% | -1.95% |
1 Year | 5.1% | 4.16% |
3 Year | 29.43% | 27.17% |
5 Year | 34.27% | 34.18% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 13.51% | 13.08% |
1 Year | 12.99% | 11.47% |
3 Year | 21.72% | 22.26% |
5 Year | 24.86% | 24.42% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.61% | 28.61% |
3 Year | 19.63% | 29.3% |
5 Year | 17.14% | 32.14% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.33% | 16.79% |
Sharp | 1.12% | 0.94% |
Beta | 0.79% | 0.81% |
Alpha | 2.92% | - |
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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 | 7.27 | 4.18 |
Small Cap | 80.51 | 67.46 |
Mid Cap | 8.05 | 28.35 |
Large Cap | 4.16 | - |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.59 | 4.18 |
Industrials | 23.88 | 15.11 |
Consumer Cyclical | 18.3 | 16.21 |
Consumer Defensive | 1.88 | 5.83 |
Financial Services | 13.4 | 20.64 |
Communication Services | 1.87 | - |
Healthcare | 12.17 | 10.29 |
Basic Materials | 7.29 | 15.28 |
Utilities | 0.35 | - |
Technology | 14.28 | 8.85 |
Energy | - | 0.88 |
Real Estate | - | 2.74 |
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