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SBI Small Cap Fund vs Edelweiss Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹36272 Cr | ₹5330 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.83% | -3.23% |
| 6 Month | -3.08% | -1.44% |
| 1 Year | -10.03% | -7.29% |
| 3 Year | 12.32% | 18.41% |
| 5 Year | 18.67% | 23.99% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.64% | -1.88% |
| 1 Year | 2.8% | 7% |
| 3 Year | 8.58% | 13.15% |
| 5 Year | 12.84% | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.64% | 24.64% |
| 3 Year | 23.4% | 27.85% |
| 5 Year | 22.94% | 31.03% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 15.96% |
| Sharp | 0.57% | 0.79% |
| Beta | 0.7% | 0.79% |
| Alpha | -2.69% | 1.21% |
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 | 20.28 | 3.95 |
| Small Cap | 78.12 | 73.3 |
| Mid Cap | 1.61 | 22.75 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.42 | 2.51 |
| Consumer Defensive | 3.86 | 5.56 |
| Financial Services | 14.82 | 23.14 |
| Basic Materials | 12.49 | 14.63 |
| Consumer Cyclical | 21.74 | 18.74 |
| Industrials | 25.37 | 14.72 |
| Technology | 2.35 | 7.38 |
| Communication Services | 1.33 | - |
| Utilities | 0.19 | 0 |
| Real Estate | 1.09 | 2.08 |
| Healthcare | 2.33 | 11.23 |
| Energy | - | 0 |
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