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Sundaram Small Cap Fund Regular Plan vs Edelweiss Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4921 Cr | ₹3282 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 Feb 2019 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 18% | 22% |
| Expense Ratio | 1.84 | 1.97 |
| Manager | Trideep Bhattacharya | Rohit Seksaria |
| ISIN Code | INF754K01JJ4 | INF903J01470 |
| Exits Load | 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.07% | 3.83% |
| 6 Month | 20.61% | 21.9% |
| 1 Year | -2.53% | -2.23% |
| 3 Year | 18.97% | 19.05% |
| 5 Year | 29.52% | 28.27% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.53% | 5.06% |
| 1 Year | 10.51% | 13.21% |
| 3 Year | 18.26% | 18.18% |
| 5 Year | 20.97% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 27.09% | 15.05% |
| 3 Year | 28.8% | 18.08% |
| 5 Year | 32.52% | 15.62% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.90% | 14.09% |
| Sharp | 0.78% | 0.84% |
| Beta | 0.80% | 0.77% |
| Alpha | -0.11% | 0.54% |
Fund Managers
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 9 | 15 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.98 | 7.93 |
| Small Cap | 72.62 | 85.57 |
| Mid Cap | 24.4 | 0.97 |
| Large Cap | - | 5.53 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.87 | 5.89 |
| Utilities | 0.89 | 1.15 |
| Consumer Defensive | 5.17 | 3.24 |
| Consumer Cyclical | 19.88 | 20.38 |
| Technology | 7.78 | 3.41 |
| Healthcare | 10.62 | 11.84 |
| Financial Services | 17.79 | 19.02 |
| Basic Materials | 16.47 | 8.13 |
| Industrials | 16.64 | 19.06 |
| Energy | 0.68 | - |
| Real Estate | 1.21 | 2.66 |
| Communication Services | - | 5.23 |
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