Tata Small Cap Fund vs Edelweiss Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹8883 Cr | ₹4171 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 | 0.89% | 3.78% |
6 Month | -12.72% | -8.43% |
1 Year | 2.65% | 4.39% |
3 Year | 19.91% | 18.47% |
5 Year | 34.31% | 33.66% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -3.1% | -1.84% |
1 Year | -12.71% | -9.51% |
3 Year | 17.26% | 17.53% |
5 Year | 23.52% | 22.79% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 28.19% | 30.2% |
3 Year | 29.82% | 30.38% |
5 Year | 28.63% | 31.61% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.861% | 15.599% |
Sharp | 0.793% | 0.8% |
Beta | 0.736% | 0.803% |
Alpha | 3.356% | 0.98% |
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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 | 7.03 | 3.2 |
Small Cap | 84.22 | 67.63 |
Mid Cap | 8.75 | 29.17 |
Large Cap | - | 0 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.25 | 3.2 |
Healthcare | 10.59 | 11.41 |
Basic Materials | 18.16 | 11.9 |
Consumer Cyclical | 15.97 | 16.79 |
Financial Services | 8.32 | 17.15 |
Technology | 5.85 | 11.49 |
Real Estate | 3.86 | 3.21 |
Industrials | 24.35 | 18.22 |
Consumer Defensive | 3.84 | 6.61 |
Utilities | 0.82 | - |
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