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Sundaram Small Cap Fund Regular Plan vs Edelweiss Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4171 Cr | ₹3168 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 07 Feb 2019 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 18% | 22% |
| Expense Ratio | 1.84 | 1.97 |
| Manager | Trideep Bhattacharya | Rohit Seksaria |
| ISIN Code | INF754K01JJ4 | INF903J01470 |
| Exits Load | 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 8.35% | 9.71% |
| 6 Month | -13.67% | -13.59% |
| 1 Year | 6.21% | 3.03% |
| 3 Year | 17.16% | 16.12% |
| 5 Year | 33.85% | 31.74% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.41% | -6.35% |
| 1 Year | -17.52% | -16.51% |
| 3 Year | 14.23% | 13.63% |
| 5 Year | 21.06% | 19.75% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 30.2% | 16.78% |
| 3 Year | 30.38% | 18.05% |
| 5 Year | 31.61% | 15.38% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.599% | 14.09% |
| Sharp | 0.8% | 0.52% |
| Beta | 0.803% | 0.77% |
| Alpha | 0.98% | 0.22% |
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Fund Managers
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 9 | 15 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.2 | 8.14 |
| Small Cap | 67.63 | 83.41 |
| Mid Cap | 29.17 | 2.94 |
| Large Cap | 0 | 5.51 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.2 | 8.9 |
| Consumer Defensive | 6.61 | 4.93 |
| Basic Materials | 11.9 | 9.08 |
| Technology | 11.49 | 4.4 |
| Consumer Cyclical | 16.79 | 18.36 |
| Healthcare | 11.41 | 9.08 |
| Financial Services | 17.15 | 17.68 |
| Industrials | 18.22 | 19.46 |
| Real Estate | 3.21 | 3.3 |
| Communication Services | - | 3.59 |
| Utilities | - | 1.22 |
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