Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Small Cap Fund vs Edelweiss Small Cap Fund compare

Link copied to clipboard!

tortoise-icon SBI Small Cap Fund Regular Growth

Invest Now

tortoise-icon 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 SBI Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Fund SBI 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) ₹31227 Cr ₹4171 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Sep 2009 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 9% 18%
Expense Ratio 1.59 1.84
Manager Pradeep Kesavan Trideep Bhattacharya
ISIN Code INF200K01T28 INF754K01JJ4
Exits Load SBI Small Cap Fund - Regular Plan - 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 SBI Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month 3.91% 5.87%
6 Month -11.5% -11.74%
1 Year 2.13% 5.78%
3 Year 16.36% 20.24%
5 Year 29.48% 33.7%

SIP Return Analysis

Scheme Name SBI Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month -3.49% -3.6%
1 Year -15.76% -13.54%
3 Year 10.61% 14.97%
5 Year 16.93% 21%

Rolling Lumpsum Returns

Scheme Name SBI Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 18.16% 30.2%
3 Year 24.15% 30.38%
5 Year 22.56% 31.61%

Risk Management

Scheme Name SBI Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 11.59% 15.599%
Sharp 0.6% 0.8%
Beta 0.7% 0.803%
Alpha -0.04% 0.98%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Name Pradeep Kesavan Trideep Bhattacharya
Total AUM ₹434274 Cr ₹0 Cr
Funds Managed 43 9
SBI Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Small Cap Fund Regular Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 21.08 3.2
Small Cap 76.63 67.63
Mid Cap 2.29 29.17
Large Cap - 0

Sector Allocation

Scheme Name

SBI Small Cap Fund Regular Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 21.08 3.2
Food Products 2.3 -
Capital Markets 2.16 -
Chemicals & Petrochemicals 6.57 -
Retailing 3.87 -
Banks 3.72 -
Consumer Durables 8.05 -
Agricultural Food & other Products 1.95 -
Industrial Products 10.35 -
Fertilizers & Agrochemicals 2.38 -
Finance 6.66 -
Electrical Equipment 1.8 -
Entertainment 0.42 -
Construction 5.45 -
Leisure Services 5.62 -
Agricultural, Commercial & Construction Vehicles 0.23 -
Household Products 3.08 -
Auto Components 3.45 -
IT - Software 1.35 -
Cement & Cement Products 0.51 -
Power 0.1 -
Cigarettes & Tobacco Products 0.43 -
Realty 1.4 -
Commercial Services & Supplies 2.25 -
Textiles & Apparels 2.26 -
Healthcare Services 2.56 -
Consumer Defensive - 6.61
Basic Materials - 11.9
Technology - 11.49
Consumer Cyclical - 16.79
Healthcare - 11.41
Financial Services - 17.15
Industrials - 18.22
Real Estate - 3.21

Top Comparisons

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns23.51%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns20.65%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns23.39%

VS

Nippon India Small Cap Fund Regular Growth Nippon India Small Cap Fund Regular Growth

3Y Returns23.5%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns8.99%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns19.77%

Compare Now

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns18.98%

VS

Nippon India Multi Asset Active FOF - Regular Plan - Growth Nippon India Multi Asset Active FOF - Regular Plan - Growth

3Y Returns19.22%

Compare Now
Add to Cart Successfully