SBI Small Cap Fund vs Edelweiss Small Cap Fund compare

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SBI Small Cap Fund Regular Growth

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Edelweiss Small Cap Fund - Regular Plan - Growth

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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

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%

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%

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%

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%

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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

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

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