Edelweiss Small Cap Fund vs Nippon India Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
Fund Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹56452 Cr ₹3816 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 16 Sep 2010 01 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over 23% 18%
Expense Ratio 1.47 1.86
Manager Tejas Sheth Trideep Bhattacharya
ISIN Code INF204K01HZ0 INF754K01JJ4
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month -7.24% -4.3%
6 Month 10.68% 17.66%
1 Year 33.44% 34.46%
3 Year 25.31% 21.38%
5 Year 34.46% 32.3%

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 27.3% 25.6%
3 Year 34.66% 29.62%
5 Year 37.76% 32.59%

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 18.15% 31.39%
3 Year 28.18% 31.7%
5 Year 22.05% 31.13%

Risk Management

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.53% 14.15%
Sharp 1.42% 1.2%
Beta 0.78% 0.77%
Alpha 8.09% 3.34%

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 Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
Name Tejas Sheth Trideep Bhattacharya
Total AUM ₹89953 Cr ₹0 Cr
Fund Manage 3 9
Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 4.71 2.77
Small Cap 55.11 71.43
Large Cap 11.02 -
Mid Cap 11.64 25.8

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 4.38 1.46
Communication 2.38 1.43
Construction 2.38 10.09
Financial 9.5 15.79
Healthcare 5.49 9.88
Chemicals 5.31 2.15
Services 6.49 8.82
Consumer Discretionary 3.29 3.13
Consumer Staples 6.62 5.37
Automobile 3.73 5.09
Capital Goods 18.16 17.27
Materials 3.25 5.99
Metals & Mining 3.1 4.26
Technology 2.34 5.85
Textiles 2.69 3.42
Diversified 1.6 -
Energy 1.25 -
Insurance 0.52 -

Top Comparisons

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns19.28%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns20.07%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns5.81%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns8.06%

Compare Now

Aditya Birla Sun Life Pure Value Fund - Growth Option Aditya Birla Sun Life Pure Value Fund - Growth Option

3Y Returns17.73%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns19.36%

Compare Now
Request call back
Add to Cart Successfully