Aditya Birla Sun Life Small Cap Fund vs Edelweiss Small Cap Fund compare

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Aditya Birla Sun Life Small Cap Fund - 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	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 Risk	Very High Risk
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

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-11.06%	-9.03%
6 Month	-18.15%	-13.74%
1 Year	-1.41%	4.14%
3 Year	12.86%	18.19%
5 Year	17.85%	25.31%

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-20.77%	-13.27%
3 Year	10.94%	16.28%
5 Year	17.24%	24.05%

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%

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	16.923%	15.599%
Sharp	0.432%	0.8%
Beta	0.869%	0.803%
Alpha	-5.121%	0.98%

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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	1.81	2.77
Small Cap	82.39	71.43
Mid Cap	14.93	25.8
Large Cap	0.46	-

Scheme Name	Aditya Birla Sun Life Small Cap Fund - GROWTH	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	1.81	1.46
Realty	5.68	-
Food Products	1.58	-
Auto Components	8.26	-
IT - Software	3.78	-
Industrial Manufacturing	6.05	-
IT - Services	1.55	-
Retailing	1.79	-
Chemicals & Petrochemicals	4.82	-
Consumer Durables	5.69	-
Paper, Forest & Jute Products	1.08	-
Pharmaceuticals & Biotechnology	4.36	-
Healthcare Services	2.56	-
Transport Services	0.16	-
Electrical Equipment	8.22	-
Banks	1.78	-
Leisure Services	1.29	-
Industrial Products	11.31	-
Non - Ferrous Metals	1.31	-
Finance	4.14	-
Entertainment	0.83	-
Textiles & Apparels	3.08	-
Construction	3.45	10.09
Agricultural, Commercial & Construction Vehicles	1.55	-
Financial Technology (Fintech)	0.73	-
Agricultural Food & other Products	1.67	-
Insurance	2	-
Capital Markets	1.3	-
Minerals & Mining	0.03	-
Personal Products	0.86	-
Automobiles	0.25	-
Cement & Cement Products	2.47	-
Commercial Services & Supplies	2.67	-
Beverages	1.48	-
Consumer Staples	-	5.37
Materials	-	5.99
Communication	-	1.43
Healthcare	-	9.88
Financial	-	15.79
Automobile	-	5.09
Capital Goods	-	17.27
Services	-	8.82
Chemicals	-	2.15
Technology	-	5.85
Metals & Mining	-	4.26
Consumer Discretionary	-	3.13
Textiles	-	3.42