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Edelweiss Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund - Growth Option
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹31230 Cr | ₹4171 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Apr 2008 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 18% |
| Expense Ratio | 1.57 | 1.84 |
| Manager | Dhruv Muchhal | Trideep Bhattacharya |
| ISIN Code | INF179KA1RZ8 | INF754K01JJ4 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -8.04% | -9.03% |
| 6 Month | -14.53% | -13.74% |
| 1 Year | -0.7% | 4.14% |
| 3 Year | 19.79% | 18.19% |
| 5 Year | 24.75% | 25.31% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -14.3% | -13.27% |
| 3 Year | 16.51% | 16.28% |
| 5 Year | 24.53% | 24.05% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.52% | 30.2% |
| 3 Year | 19.66% | 30.38% |
| 5 Year | 16.96% | 31.61% |
Risk Management
| Scheme Name | HDFC Small Cap Fund - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.712% | 15.599% |
| Sharp | 0.796% | 0.8% |
| Beta | 0.801% | 0.803% |
| Alpha | 1.015% | 0.98% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Trideep Bhattacharya |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Fund Manage | 40 | 9 |
| HDFC Small Cap Fund - Growth Option | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund - Growth Option |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.79 | 2.77 |
| Small Cap | 81.19 | 71.43 |
| Large Cap | 3.89 | - |
| Mid Cap | 8.13 | 25.8 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund - Growth Option |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.79 | 1.46 |
| Commercial Services & Supplies | 10.2 | - |
| Transport Services | 7.22 | - |
| Banks | 8.48 | - |
| Entertainment | 2.23 | - |
| Consumer Durables | 6.43 | - |
| Healthcare Services | 7.32 | - |
| Fertilizers & Agrochemicals | 3.13 | - |
| Ferrous Metals | 2.16 | - |
| Construction | 7.06 | 10.09 |
| Power | 0.43 | - |
| Chemicals & Petrochemicals | 1.8 | - |
| Industrial Products | 4.99 | - |
| Leisure Services | 1.56 | - |
| IT - Services | 0.19 | - |
| Beverages | 0.73 | - |
| Auto Components | 7.57 | - |
| Media | 0.57 | - |
| Agricultural, Commercial & Construction Vehicles | 0.27 | - |
| IT - Software | 4 | - |
| Industrial Manufacturing | 1.49 | - |
| Pharmaceuticals & Biotechnology | 4.06 | - |
| Electrical Equipment | 3 | - |
| Retailing | 2.02 | - |
| Transport Infrastructure | 0.52 | - |
| Personal Products | 1.31 | - |
| Other Utilities | 0.79 | - |
| Finance | 0.72 | - |
| Capital Markets | 1.21 | - |
| Textiles & Apparels | 1.75 | - |
| 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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