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

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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tortoise-icon 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 Very High
Asset Size (Cr) ₹5178 Cr ₹3816 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month -8.46% -6.25%
6 Month 5.63% 10.17%
1 Year 23.05% 27.59%
3 Year 14.94% 21.04%
5 Year 22.86% 31.74%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.62% 25.6%
3 Year 26.53% 29.62%
5 Year 26.71% 32.59%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 12.55% 31.39%
3 Year 16.79% 31.7%
5 Year 14.51% 31.13%

Risk Management

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% 1.2%
Beta 0.84% 0.77%
Alpha -2.07% 3.34%

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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
Fund Manage 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 2.33 2.77
Small Cap 81.79 71.43
Mid Cap 15.02 25.8
Large Cap 0.51 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 2.33 1.46
Realty 6.21 -
Food Products 1.62 -
Auto Components 8.39 -
IT - Software 3.75 -
Industrial Manufacturing 5.82 -
IT - Services 1.49 -
Retailing 2 -
Chemicals & Petrochemicals 4.66 -
Consumer Durables 5.87 -
Paper, Forest & Jute Products 1.07 -
Pharmaceuticals & Biotechnology 4.29 -
Healthcare Services 2.45 -
Transport Services 0.16 -
Electrical Equipment 7.93 -
Banks 1.69 -
Leisure Services 1.28 -
Industrial Products 10.72 -
Non - Ferrous Metals 1.15 -
Finance 4.38 -
Entertainment 0.84 -
Textiles & Apparels 3.02 -
Construction 3.77 10.09
Agricultural, Commercial & Construction Vehicles 1.34 -
Financial Technology (Fintech) 0.66 -
Agricultural Food & other Products 1.65 -
Insurance 2.21 -
Capital Markets 1.09 -
Minerals & Mining 0.26 -
Personal Products 0.9 -
Automobiles 0.26 -
Cement & Cement Products 2.32 -
Commercial Services & Supplies 2.86 -
Beverages 1.21 -
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

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