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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) | ₹11637 Cr | ₹4921 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 | -2.46% | -1.69% |
| 6 Month | 10.59% | 13.71% |
| 1 Year | -11.18% | -6.21% |
| 3 Year | 19.9% | 19.91% |
| 5 Year | 29.19% | 28.31% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.32% | 1.1% |
| 1 Year | 4.22% | 8.41% |
| 3 Year | 14.87% | 16.17% |
| 5 Year | 19.77% | 19.4% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.4% | 26.11% |
| 3 Year | 28.5% | 28.51% |
| 5 Year | 30.65% | 32.22% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.04% | 15.87% |
| Sharp | 0.82% | 0.81% |
| Beta | 0.78% | 0.80% |
| Alpha | 0.42% | -0.32% |
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 | 15.25 | 3.21 |
| Small Cap | 78.14 | 71.89 |
| Mid Cap | 6.61 | 24.9 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.45 | 3.1 |
| Healthcare | 8.98 | 10.65 |
| Basic Materials | 19.39 | 15.73 |
| Consumer Cyclical | 18.03 | 21.24 |
| Financial Services | 4.73 | 17.07 |
| Technology | 4.08 | 8.21 |
| Utilities | 1.05 | 1.03 |
| Real Estate | 4.17 | 1.13 |
| Industrials | 24.88 | 15.29 |
| Consumer Defensive | 2.24 | 5.95 |
| Energy | - | 0.62 |
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