Edelweiss Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

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) ₹4256 Cr ₹3450 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 07 Feb 2019 15 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 0.38 1.93
Manager Trideep Bhattacharya Rohit Seksaria
ISIN Code INF754K01JJ4 INF903J01470
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 Sundaram 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 Sundaram Small Cap Fund Regular Plan - Growth
1 Month -6.79% -5.75%
6 Month -0.74% -1.21%
1 Year 15.2% 11.68%
3 Year 19.01% 16.76%
5 Year 28.9% 24.64%

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 8.8% 3.65%
3 Year 25.12% 22.73%
5 Year 29.33% 26.67%

Rolling Lumpsum Returns

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%

Risk Management

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% 0.83%
Beta 0.77% 0.75%
Alpha 3.34% 0.89%

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Fund Managers

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

Market Cap

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 2.77 4.61
Small Cap 71.43 85.31
Mid Cap 25.8 6.85
Large Cap - 3.23

Sector Allocation

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 1.46 4.61
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 -
Construction 10.09 4.26
Consumer Discretionary 3.13 -
Textiles 3.42 -
Realty - 3.42
Capital Markets - 7.76
Auto Components - 5.11
IT - Services - 4.96
Industrial Manufacturing - 0.86
Chemicals & Petrochemicals - 3.04
Banks - 7.91
Consumer Durables - 8.18
Petroleum Products - 0.95
Pharmaceuticals & Biotechnology - 4.78
IT - Software - 4.07
Personal Products - 2.27
Agricultural Food & other Products - 0.94
Industrial Products - 10.56
Fertilizers & Agrochemicals - 1.69
Finance - 5.47
Electrical Equipment - 2.09
Automobiles - 0.83
Healthcare Services - 3.54
Entertainment - 1.4
Gas - 1.7
Leisure Services - 3.37
Cement & Cement Products - 1.67
Other Consumer Services - 1.06
Insurance - 0.59
Transport Services - 0.28
Textiles & Apparels - 0.83
Beverages - 1.8

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