Nippon India Small Cap Fund vs Edelweiss Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
Fund Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹56452 Cr ₹3816 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 16 Sep 2010 01 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over 23% 18%
Expense Ratio 1.47 1.86
Manager Tejas Sheth Trideep Bhattacharya
ISIN Code INF204K01HZ0 INF754K01JJ4
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month 5.74% 3.17%
6 Month 37.06% 22.74%
1 Year 47.84% 43.55%
3 Year 31.2% 27.3%
5 Year 37.91% 34.55%

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 21.73% 18.74%
3 Year 64.56% 51.27%
5 Year 156.91% 126.14%

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 39.97% 35.53%
3 Year 110.9% 91.33%
5 Year 170.17% 136.53%

Risk Management

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.53% 14.15%
Sharp 1.55% 1.23%
Beta 0.78% 0.76%
Alpha 7.37% 3.7%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth
Name Tejas Sheth Trideep Bhattacharya
Total AUM ₹89953 Cr ₹0 Cr
Fund Manage 3 9
Nippon India Small Cap Fund - Growth Plan - Bonus Option Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 4.71 2.77
Small Cap 55.11 71.43
Large Cap 11.02 -
Mid Cap 11.64 25.8

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 4.38 1.46
Communication 2.38 1.43
Construction 2.38 10.09
Financial 9.5 15.79
Healthcare 5.49 9.88
Chemicals 5.31 2.15
Services 6.49 8.82
Consumer Discretionary 3.29 3.13
Consumer Staples 6.62 5.37
Automobile 3.73 5.09
Capital Goods 18.16 17.27
Materials 3.25 5.99
Metals & Mining 3.1 4.26
Technology 2.34 5.85
Textiles 2.69 3.42
Diversified 1.6 -
Energy 1.25 -
Insurance 0.52 -

Top Comparisons

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns5.94%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.05%

Compare Now

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

3Y Returns14.37%

VS

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns14.85%

Compare Now

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns6.64%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.08%

Compare Now

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns18%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns16.76%

Compare Now
Request call back
Add to Cart Successfully