Tata Small Cap Fund vs Edelweiss Small Cap Fund compare

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

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

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Chart Comparison

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

Overview

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Fund Tata Small Cap Fund-Regular Plan-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7868 Cr ₹3816 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 02 Nov 2018 01 Feb 2019
Category Small Cap Small Cap
Fund Type Close Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over 4.59% 18%
Expense Ratio 1.72 1.86
Manager Chandraprakash Padiyar Trideep Bhattacharya
ISIN Code INF277K015O2 INF754K01JJ4
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month 3.8% -4.4%
6 Month 27.62% 17.82%
1 Year 48.69% 36.58%
3 Year 28.4% 23.47%
5 Year 34.43% 32.62%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 17.89% 18.74%
3 Year 50.59% 51.27%
5 Year 124.15% 126.14%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 27.81% 30.6%
3 Year 30.42% 31.88%
5 Year 27.93% 31.03%

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 13.28% 14.15%
Sharp 1.35% 1.2%
Beta 0.67% 0.77%
Alpha 5.5% 3.34%

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Fund Managers

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Name Chandraprakash Padiyar Trideep Bhattacharya
Total AUM ₹15627 Cr ₹0 Cr
Fund Manage 3 9
Tata Small Cap Fund-Regular Plan-Growth Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 6.71 2.77
Small Cap 91.58 71.43
Mid Cap 1.71 25.8

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 6.57 1.46
Healthcare 7.97 9.88
Financial 13.46 15.79
Metals & Mining 8.28 4.26
Services 13.52 8.82
Technology 5.24 5.85
Consumer Staples 7.52 5.37
Materials 6.51 5.99
Capital Goods 11.25 17.27
Construction 4.58 10.09
Chemicals 9.78 2.15
Automobile 1.54 5.09
Consumer Discretionary 1.31 3.13
Textiles 2.47 3.42
Communication - 1.43

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