Edelweiss Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

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tortoise-icon Axis 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 Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Fund Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3816 Cr ₹22263 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Feb 2019 05 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY Smallcap 250 TRI
Turn Over 18% 5%
Expense Ratio 1.86 1.62
Manager Trideep Bhattacharya Shreyash Devalkar
ISIN Code INF754K01JJ4 INF846K01K01
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1% for investments beyond 10% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Month 3.17% 7.92%
6 Month 22.74% 22.03%
1 Year 43.55% 37.36%
3 Year 27.3% 23.02%
5 Year 34.55% 30.1%

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 18.74% 15.95%
3 Year 51.27% 43.23%
5 Year 126.14% 102.17%

Rolling Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Year 35.53% 29.67%
3 Year 91.33% 76.53%
5 Year 136.53% 110.45%

Risk Management

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.15% 11.78%
Sharp 1.23% 1.31%
Beta 0.76% 0.61%
Alpha 3.7% 4.21%

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Fund Managers

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth
Name Trideep Bhattacharya Shreyash Devalkar
Total AUM ₹0 Cr ₹166770 Cr
Fund Manage 9 14
Edelweiss Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund - Regular Plan - Growth

Mid Cap 25.8 13.3
Small Cap 71.43 71.87
Others 2.77 11.16
Large Cap - 3.67

Sector Allocation

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund - Regular Plan - Growth

Capital Goods 17.27 10.42
Healthcare 9.88 10.76
Automobile 5.09 5.92
Metals & Mining 4.26 5.67
Consumer Discretionary 3.13 5.78
Chemicals 2.15 7.09
Services 8.82 6.9
Technology 5.85 6.4
Financial 15.79 15.4
Construction 10.09 10.8
Others 1.46 6.21
Consumer Staples 5.37 4.34
Textiles 3.42 0.18
Materials 5.99 2.69
Communication 1.43 -
Diversified - 0.75
Energy - 0.58
Insurance - 0.11

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