Edelweiss Small Cap Fund vs Tata Small Cap Fund compare

Tata Small Cap Fund-Regular Plan-Growth

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Edelweiss Small Cap Fund - Regular Plan - Growth

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Overview

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Fund	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9464 Cr	₹4256 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	12 Nov 2018	07 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY SMALLCAP 250 TRI
Turn Over	4.59%	18%
Expense Ratio	1.7	0.38
Manager	Chandraprakash Padiyar	Trideep Bhattacharya
ISIN Code	INF277K015O2	INF754K01JJ4
Exits Load	Tata Small Cap Fund - Regular Plan - 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

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	2.09%	3.19%
6 Month	6.64%	6.06%
1 Year	32.04%	26.29%
3 Year	24.94%	22.74%
5 Year	32.08%	32.82%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	29.4%	24.53%
3 Year	32.7%	30.34%
5 Year	34.47%	32.89%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	27.86%	31.39%
3 Year	30.27%	31.7%
5 Year	27.96%	31.13%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	13.28%	14.15%
Sharp	1.35%	1.2%
Beta	0.67%	0.77%
Alpha	5.5%	3.34%

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Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Name	Chandraprakash Padiyar	Trideep Bhattacharya
Total AUM	₹15627 Cr	₹0 Cr
Fund Manage	3	9
	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	7.66	2.77
Small Cap	84.36	71.43
Mid Cap	7.98	25.8

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	7.66	1.46
Pharmaceuticals & Biotechnology	5.08	-
Industrial Products	16.54	-
Leisure Services	3.28	-
Healthcare Services	4.07	-
Banks	4.78	-
Capital Markets	4.13	-
IT - Software	2.22	-
Power	0.1	-
Consumer Durables	4.02	-
IT - Hardware	1.77	-
Transport Services	2.04	-
Household Products	0.75	-
Agricultural Food & other Products	1.76	-
Auto Components	4.17	-
Diversified	3.31	-
Realty	4.93	-
Chemicals & Petrochemicals	9.99	-
Retailing	1.02	-
Transport Infrastructure	2.26	-
Fertilizers & Agrochemicals	1	-
Other Construction Materials	0.59	-
Commercial Services & Supplies	5.86	-
Industrial Manufacturing	2.04	-
Textiles & Apparels	2.34	-
Ferrous Metals	1.36	-
Beverages	2.93	-
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
Consumer Discretionary	-	3.13
Textiles	-	3.42