Edelweiss Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Edelweiss Small Cap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3816 Cr | ₹3333 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Feb 2019 | 10 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY SMALLCAP 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 18% | 22% |
| Expense Ratio | 1.86 | 1.93 |
| Manager | Trideep Bhattacharya | Rohit Seksaria |
| ISIN Code | INF754K01JJ4 | INF903J01470 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.25% | -8.27% |
| 6 Month | 10.17% | 6.18% |
| 1 Year | 27.59% | 21.82% |
| 3 Year | 21.04% | 17.73% |
| 5 Year | 31.74% | 26.71% |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.6% | 22.27% |
| 3 Year | 29.62% | 28.41% |
| 5 Year | 32.59% | 30.37% |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 31.39% | 16.53% |
| 3 Year | 31.7% | 17.99% |
| 5 Year | 31.13% | 15.23% |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.15% | 14.09% |
| Sharp | 1.2% | 1% |
| Beta | 0.77% | 0.75% |
| Alpha | 3.34% | 1.64% |
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| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Fund Manage | 9 | 15 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.77 | 6.79 |
| Small Cap | 71.43 | 76.79 |
| Mid Cap | 25.8 | 8.71 |
| Large Cap | - | 7.72 |
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.46 | 2.48 |
| Consumer Staples | 5.37 | 6.04 |
| Materials | 5.99 | 4.69 |
| Communication | 1.43 | - |
| Healthcare | 9.88 | 8.1 |
| Financial | 15.79 | 24.44 |
| Automobile | 5.09 | 3.14 |
| Capital Goods | 17.27 | 10.59 |
| Services | 8.82 | 11.54 |
| Chemicals | 2.15 | 2.36 |
| Technology | 5.85 | 8.31 |
| Metals & Mining | 4.26 | 2.72 |
| Construction | 10.09 | 6.33 |
| Consumer Discretionary | 3.13 | 5.01 |
| Textiles | 3.42 | 1.12 |
| Energy | - | 1.2 |
| Unclassified | - | 1.94 |
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