Quant Small Cap Fund vs Edelweiss Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5459 Cr | ₹25183 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Feb 2019 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 18% | % |
| Expense Ratio | 1.84 | 1.6 |
| Manager | Trideep Bhattacharya | Sanjeev Sharma |
| ISIN Code | INF754K01JJ4 | INF966L01AA0 |
| Exits Load | 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 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -0.31% | -3.21% |
| 6 Month | -5.94% | -8.06% |
| 1 Year | -0.31% | -3.19% |
| 3 Year | 19.28% | 18.15% |
| 5 Year | 22.47% | 26.29% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.36% | -5.07% |
| 1 Year | 3.75% | -3.07% |
| 3 Year | 10.82% | 8.14% |
| 5 Year | 15.68% | 16.25% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.37% | 9.75% |
| 3 Year | 27.59% | 10.59% |
| 5 Year | 30.38% | 10.7% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.15% | 18.63% |
| Sharp | 0.88% | 0.83% |
| Beta | 0.78% | 0.84% |
| Alpha | 1.6% | 1.24% |
Fund Managers
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 9 | 22 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.91 | 15.67 |
| Small Cap | 69.36 | 62.21 |
| Mid Cap | 22.73 | 0.94 |
| Large Cap | - | 21.18 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.41 | 6.04 |
| Consumer Defensive | 5.65 | 4.28 |
| Consumer Cyclical | 17.62 | 12.73 |
| Healthcare | 10.79 | 13.54 |
| Financial Services | 23.67 | 20.01 |
| Basic Materials | 14.61 | 7.61 |
| Real Estate | 2.26 | 2.47 |
| Technology | 6.6 | 2.98 |
| Industrials | 15.41 | 6.72 |
| Energy | - | 15.06 |
| Utilities | - | 4.75 |
| Communication Services | - | 3.81 |
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