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SBI Small Cap Fund vs Edelweiss Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI 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) | ₹31227 Cr | ₹4171 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Sep 2009 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 18% |
| Expense Ratio | 1.59 | 1.84 |
| Manager | Pradeep Kesavan | Trideep Bhattacharya |
| ISIN Code | INF200K01T28 | INF754K01JJ4 |
| Exits Load | SBI 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 | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -7% | -9.53% |
| 6 Month | -17.48% | -16.62% |
| 1 Year | 1.23% | 3.4% |
| 3 Year | 16.47% | 19.25% |
| 5 Year | 22.99% | 26.84% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -13.52% | -14.8% |
| 1 Year | -22.67% | -21.44% |
| 3 Year | 9.75% | 13.66% |
| 5 Year | 17.8% | 21.87% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.16% | 30.2% |
| 3 Year | 24.15% | 30.38% |
| 5 Year | 22.56% | 31.61% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 15.599% |
| Sharp | 0.53% | 0.8% |
| Beta | 0.7% | 0.803% |
| Alpha | 0.29% | 0.98% |
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Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Trideep Bhattacharya |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Fund Manage | 43 | 9 |
| SBI Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.24391 | 3.1962 |
| Small Cap | 81.2342 | 67.63199 |
| Mid Cap | 4.52188 | 29.17183 |
| Large Cap | - | 0 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.24391 | 3.1962 |
| Consumer Defensive | 5.02929 | 6.61282 |
| Financial Services | 15.44646 | 17.14725 |
| Basic Materials | 10.92451 | 11.90214 |
| Consumer Cyclical | 19.35713 | 16.79436 |
| Industrials | 28.84322 | 18.22388 |
| Communication Services | 1.55376 | - |
| Technology | 0.53433 | 11.49444 |
| Real Estate | 1.66314 | 3.21437 |
| Healthcare | 2.40424 | 11.41456 |
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