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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) | ₹5057 Cr | ₹3341 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 Feb 2019 | 15 Feb 2005 |
| Category | ELSS | ELSS |
| 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 | 2.49% | 4.77% |
| 6 Month | 11.58% | 14.92% |
| 1 Year | -1.3% | 1.61% |
| 3 Year | 20.25% | 20.75% |
| 5 Year | 28.69% | 27.58% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.46% | 1.31% |
| 1 Year | 6.51% | 12.12% |
| 3 Year | 14.79% | 15.54% |
| 5 Year | 18.41% | 18.2% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 26.11% | 14.64% |
| 3 Year | 28.51% | 18.25% |
| 5 Year | 32.22% | 15.68% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.89% | 14.09% |
| Sharp | 0.84% | 0.87% |
| Beta | 0.79% | 0.77% |
| Alpha | 0.18% | 0.62% |
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 | 2.78 | 8.28 |
| Small Cap | 73.32 | 84.1 |
| Mid Cap | 23.9 | 1.7 |
| Large Cap | - | 5.92 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.68 | 6.01 |
| Utilities | 1.03 | 1.14 |
| Consumer Defensive | 5.89 | 2.7 |
| Consumer Cyclical | 19.37 | 21.13 |
| Technology | 7.75 | 4.45 |
| Healthcare | 12 | 12.08 |
| Financial Services | 18.49 | 18.08 |
| Basic Materials | 15.33 | 7.98 |
| Industrials | 15.68 | 18.55 |
| Energy | 0.71 | - |
| Real Estate | 1.06 | 2.41 |
| Communication Services | - | 5.47 |
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