Tata Small Cap Fund vs Edelweiss Small Cap Fund compare

Tata Small Cap Fund vs Edelweiss Small Cap Fund compare

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Tata 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	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Fund	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹11792 Cr	₹5297 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	12 Nov 2018	07 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	4.59%	18%
Expense Ratio	1.7	1.84
Manager	Chandraprakash Padiyar	Trideep Bhattacharya
ISIN Code	INF277K015O2	INF754K01JJ4
Exits Load	Tata 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	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-6.57%	-2.89%
6 Month	-7.14%	0.22%
1 Year	-15.45%	-6.05%
3 Year	14.64%	18.24%
5 Year	23.76%	24.74%

SIP Return Analysis

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-7.96%	-1.32%
1 Year	-8.9%	6.57%
3 Year	7%	13.23%
5 Year	14.45%	17.15%

Rolling Lumpsum Returns

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	21.92%	24.81%
3 Year	28.24%	27.98%
5 Year	29.97%	31.2%

Risk Management

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	16.32%	15.96%
Sharp	0.59%	0.79%
Beta	0.77%	0.79%
Alpha	-1.52%	1.21%

Fund Managers

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Name	Chandraprakash Padiyar	Trideep Bhattacharya
Total AUM	₹15627 Cr	₹0 Cr
Funds Managed	3	9
	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	18.19	2.2
Small Cap	74.45	74.36
Mid Cap	7.36	23.44

Sector Allocation

Scheme Name	Tata Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	12.98	1.8
Industrials	25.91	15.38
Healthcare	5.46	11.44
Basic Materials	18.09	15.07
Consumer Cyclical	17.84	18.62
Financial Services	5.66	21.14
Technology	6.66	7.78
Utilities	1.2	0.97
Real Estate	4.44	1.43
Consumer Defensive	1.77	5.66
Energy	-	0.73

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