Edelweiss Small Cap Fund vs Axis Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4171 Cr | ₹23139 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 07 Feb 2019 | 29 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 | 1.84 | 1.61 |
Manager | Trideep Bhattacharya | Shreyash Devalkar |
ISIN Code | INF754K01JJ4 | INF846K01K01 |
Exits Load | 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 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | 7.56% | 7.55% |
6 Month | -16.38% | -13.42% |
1 Year | 7.09% | 10.98% |
3 Year | 16.9% | 15.87% |
5 Year | 35.79% | 31.59% |
SIP Return Analysis
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | -11.05% | -7.39% |
1 Year | -16.81% | -9.92% |
3 Year | 15.76% | 15.94% |
5 Year | 22.61% | 21.27% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 30.2% | 18.9% |
3 Year | 30.38% | 19.99% |
5 Year | 31.61% | 19.66% |
Risk Management
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.599% | 11.78% |
Sharp | 0.8% | 0.61% |
Beta | 0.803% | 0.68% |
Alpha | 0.98% | 1.37% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Name | Trideep Bhattacharya | Shreyash Devalkar |
Total AUM | ₹0 Cr | ₹166770 Cr |
Funds Managed | 9 | 14 |
Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 3.2 | 12.82 |
Small Cap | 67.63 | 65.82 |
Mid Cap | 29.17 | 17.55 |
Large Cap | 0 | 3.81 |
Sector Allocation
Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 3.2 | 12.57 |
Consumer Defensive | 6.61 | 4.7 |
Basic Materials | 11.9 | 10.7 |
Technology | 11.49 | 7.39 |
Consumer Cyclical | 16.79 | 10.65 |
Healthcare | 11.41 | 10.95 |
Financial Services | 17.15 | 16.73 |
Industrials | 18.22 | 19.69 |
Real Estate | 3.21 | 5.28 |
Utilities | - | 0.55 |
Communication Services | - | 0.79 |
Top Comparisons
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns11.86%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.43%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.41%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns14.79%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.98%
LIC MF Flexi Cap Fund-Growth
3Y Returns10.41%