HDFC Small Cap Fund vs Edelweiss Small Cap Fund compare

Overview

Scheme Name	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Fund	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹33504 Cr	₹4256 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Apr 2008	07 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap Index	NIFTY SMALLCAP 250 TRI
Turn Over	10.02%	18%
Expense Ratio	1.57	0.38
Manager	Dhruv Muchhal	Trideep Bhattacharya
ISIN Code	INF179KA1RZ8	INF754K01JJ4
Exits Load	HDFC Small Cap Fund - 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	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-10.22%	-8.6%
6 Month	-7.95%	-3.89%
1 Year	3.94%	12.22%
3 Year	18.4%	18.89%
5 Year	26.04%	28.12%

Scheme Name	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	11.41%	16.65%
3 Year	27.5%	28.28%
5 Year	31.05%	31.24%

Scheme Name	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	17.25%	31.39%
3 Year	19.58%	31.7%
5 Year	16.73%	31.13%

Scheme Name	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	15.17%	14.15%
Sharp	1.2%	1.2%
Beta	0.8%	0.77%
Alpha	4%	3.34%

Scheme Name	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Trideep Bhattacharya
Total AUM	₹520687 Cr	₹0 Cr
Fund Manage	40	9
	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth

Scheme Name	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	6.79	2.77
Small Cap	81.19	71.43
Large Cap	3.89	-
Mid Cap	8.13	25.8

Scheme Name	HDFC Small Cap Fund - Growth Option	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	6.79	1.46
Commercial Services & Supplies	10.2	-
Transport Services	7.22	-
Banks	8.48	-
Entertainment	2.23	-
Consumer Durables	6.43	-
Healthcare Services	7.32	-
Fertilizers & Agrochemicals	3.13	-
Ferrous Metals	2.16	-
Construction	7.06	10.09
Power	0.43	-
Chemicals & Petrochemicals	1.8	-
Industrial Products	4.99	-
Leisure Services	1.56	-
IT - Services	0.19	-
Beverages	0.73	-
Auto Components	7.57	-
Media	0.57	-
Agricultural, Commercial & Construction Vehicles	0.27	-
IT - Software	4	-
Industrial Manufacturing	1.49	-
Pharmaceuticals & Biotechnology	4.06	-
Electrical Equipment	3	-
Retailing	2.02	-
Transport Infrastructure	0.52	-
Personal Products	1.31	-
Other Utilities	0.79	-
Finance	0.72	-
Capital Markets	1.21	-
Textiles & Apparels	1.75	-
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
Consumer Discretionary	-	3.13
Textiles	-	3.42