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
| 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) | ₹5178 Cr | ₹3816 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 May 2007 | 01 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY SMALLCAP 250 TRI |
| Turn Over | 34% | 18% |
| Expense Ratio | 1.88 | 1.86 |
| Manager | Dhaval Joshi | Trideep Bhattacharya |
| ISIN Code | INF209K01EN2 | INF754K01JJ4 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit load of 1%, if redeemed within 90 days./365 |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.15% | 3.17% |
| 6 Month | 21.2% | 22.74% |
| 1 Year | 38.19% | 43.55% |
| 3 Year | 20.29% | 27.3% |
| 5 Year | 25.39% | 34.55% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.01% | 18.74% |
| 3 Year | 43.27% | 51.27% |
| 5 Year | 92.59% | 126.14% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 29.1% | 35.53% |
| 3 Year | 68.7% | 91.33% |
| 5 Year | 103.25% | 136.53% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.15% | 14.15% |
| Sharp | 0.8% | 1.23% |
| Beta | 0.84% | 0.76% |
| Alpha | -2.07% | 3.7% |
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| 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 |
| Fund Manage | 55 | 9 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.6 | 2.77 |
| Small Cap | 85.69 | 71.43 |
| Mid Cap | 11.37 | 25.8 |
| Large Cap | 0.3 | - |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.41 | 1.46 |
| Consumer Staples | 6.14 | 5.37 |
| Automobile | 5.76 | 5.09 |
| Metals & Mining | 5.5 | 4.26 |
| Services | 11.31 | 8.82 |
| Chemicals | 3.87 | 2.15 |
| Consumer Discretionary | 7.73 | 3.13 |
| Capital Goods | 16.43 | 17.27 |
| Healthcare | 5.86 | 9.88 |
| Financial | 8.84 | 15.79 |
| Technology | 6.21 | 5.85 |
| Construction | 7.65 | 10.09 |
| Materials | 6.62 | 5.99 |
| Textiles | 3.23 | 3.42 |
| Insurance | 1.52 | - |
| Energy | 1.88 | - |
| Communication | - | 1.43 |
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