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)	₹35696 Cr	₹4930 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	1.58	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	-1.45%	-1.72%
6 Month	5.79%	6.5%
1 Year	-6.08%	-0.05%
3 Year	18.26%	22.29%
5 Year	27.7%	32.21%

Scheme Name	SBI Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	8.22%	9.79%
1 Year	6.68%	9.9%
3 Year	15.61%	20.66%
5 Year	18.78%	23.11%

Scheme Name	SBI Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	17.34%	27.09%
3 Year	23.66%	28.8%
5 Year	22.84%	32.52%

Scheme Name	SBI Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	11.59%	16.48%
Sharp	1.05%	1.16%
Beta	0.72%	0.82%
Alpha	-1.57%	0.57%

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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	19.53	2.78
Small Cap	78.96	68.07
Mid Cap	1.51	29.15

Scheme Name	SBI Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	17.44	2.78
Consumer Defensive	4.53	5.71
Financial Services	13.95	22.33
Basic Materials	13.5	15.24
Consumer Cyclical	19.26	16.18
Industrials	24.69	15.77
Communication Services	1.43	-
Technology	1.29	8.62
Utilities	0.21	-
Real Estate	1.38	2.72
Healthcare	2.33	9.79
Energy	-	0.87