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Edelweiss Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8883 Cr | ₹4171 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 | 1.84 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.21% | 3.58% |
| 6 Month | -12.65% | -7.83% |
| 1 Year | 2.84% | 4.32% |
| 3 Year | 19.87% | 18.11% |
| 5 Year | 34.64% | 33.91% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.1% | -1.84% |
| 1 Year | -12.71% | -9.51% |
| 3 Year | 17.26% | 17.53% |
| 5 Year | 23.52% | 22.79% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 28.19% | 30.2% |
| 3 Year | 29.82% | 30.38% |
| 5 Year | 28.63% | 31.61% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.861% | 15.599% |
| Sharp | 0.793% | 0.8% |
| Beta | 0.736% | 0.803% |
| Alpha | 3.356% | 0.98% |
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Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Trideep Bhattacharya |
| Total AUM | ₹15627 Cr | ₹0 Cr |
| Funds Managed | 3 | 9 |
| Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.03 | 3.2 |
| Small Cap | 84.22 | 67.63 |
| Mid Cap | 8.75 | 29.17 |
| Large Cap | - | 0 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.25 | 3.2 |
| Healthcare | 10.59 | 11.41 |
| Basic Materials | 18.16 | 11.9 |
| Consumer Cyclical | 15.97 | 16.79 |
| Financial Services | 8.32 | 17.15 |
| Technology | 5.85 | 11.49 |
| Real Estate | 3.86 | 3.21 |
| Industrials | 24.35 | 18.22 |
| Consumer Defensive | 3.84 | 6.61 |
| Utilities | 0.82 | - |
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