Aditya Birla Sun Life Small Cap Fund vs Edelweiss Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4585 Cr | ₹4171 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 May 2007 | 07 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 34% | 18% |
Expense Ratio | 1.89 | 1.84 |
Manager | Dhaval Joshi | Trideep Bhattacharya |
ISIN Code | INF209K01EN2 | INF754K01JJ4 |
Exits Load | Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 8.62% | 7.56% |
6 Month | -18.3% | -16.38% |
1 Year | 4.62% | 7.09% |
3 Year | 14.31% | 16.9% |
5 Year | 30.21% | 35.79% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -10.94% | -11.05% |
1 Year | -20.16% | -16.81% |
3 Year | 12.28% | 15.76% |
5 Year | 17.09% | 22.61% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.75% | 30.2% |
3 Year | 16.73% | 30.38% |
5 Year | 14.7% | 31.61% |
Risk Management
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.578% | 15.599% |
Sharp | 0.355% | 0.8% |
Beta | 0.854% | 0.803% |
Alpha | -4.461% | 0.98% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Trideep Bhattacharya |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 9 |
Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.74 | 3.2 |
Small Cap | 81.52 | 67.63 |
Mid Cap | 11.06 | 29.17 |
Large Cap | 2.68 | 0 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.29 | 3.2 |
Consumer Defensive | 6.83 | 6.61 |
Consumer Cyclical | 20.03 | 16.79 |
Industrials | 25.32 | 18.22 |
Technology | 3.8 | 11.49 |
Financial Services | 13.07 | 17.15 |
Basic Materials | 11.62 | 11.9 |
Healthcare | 8.77 | 11.41 |
Communication Services | 0 | - |
Real Estate | 5.33 | 3.21 |
Utilities | 0.95 | - |
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