Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Small Cap Fund vs Axis Small Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Small Cap Fund Regular Growth

Invest Now

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 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-icons

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 WhiteOak Capital Large Cap Fund Regular Plan Growth

3Y Returns0%

VS

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns11.86%

Compare Now

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.43%

VS

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.41%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns14.79%

VS

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns14.98%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns10.41%

Compare Now
Add to Cart Successfully