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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.3% | -5.2% |
| 6 Month | 2.44% | 2.44% |
| 1 Year | -5.37% | -0.19% |
| 3 Year | 15.54% | 20.38% |
| 5 Year | 25.77% | 29.9% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.01% | 8.25% |
| 1 Year | 0.66% | 4.87% |
| 3 Year | 13.09% | 18.38% |
| 5 Year | 17.14% | 21.72% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 15.78% |
| Sharp | 1.05% | 0.95% |
| Beta | 0.72% | 0.82% |
| Alpha | -1.57% | 0.57% |
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 | 19.53 | 2.78 |
| Small Cap | 78.96 | 68.07 |
| Mid Cap | 1.51 | 29.15 |
Sector Allocation
| 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 |
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