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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 | 8.35% | 7.37% |
| 6 Month | -13.67% | -10.07% |
| 1 Year | 6.21% | 10.38% |
| 3 Year | 17.16% | 16.08% |
| 5 Year | 33.85% | 29.59% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.22% | -2.01% |
| 1 Year | -11.96% | -6.08% |
| 3 Year | 16.9% | 16.77% |
| 5 Year | 22.72% | 21.32% |
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% | 0.59% |
| Beta | 0.803% | 0.69% |
| Alpha | 0.98% | 1.2% |
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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 | 14 |
| Small Cap | 67.63 | 64.45 |
| Mid Cap | 29.17 | 17.51 |
| Large Cap | 0 | 4.05 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.2 | 13.78 |
| Consumer Defensive | 6.61 | 4.76 |
| Basic Materials | 11.9 | 10.58 |
| Technology | 11.49 | 7.13 |
| Consumer Cyclical | 16.79 | 10.55 |
| Healthcare | 11.41 | 11.43 |
| Financial Services | 17.15 | 17.17 |
| Industrials | 18.22 | 18.4 |
| Real Estate | 3.21 | 4.85 |
| Utilities | - | 0.54 |
| Communication Services | - | 0.81 |
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