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Tata Small Cap Fund vs Edelweiss Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata 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) | ₹8883 Cr | ₹4171 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Nov 2018 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 18% |
| Expense Ratio | 1.7 | 1.84 |
| Manager | Chandraprakash Padiyar | Trideep Bhattacharya |
| ISIN Code | INF277K015O2 | INF754K01JJ4 |
| Exits Load | Tata 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 | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.83% | -7.13% |
| 6 Month | -18.56% | -18.35% |
| 1 Year | 9.41% | 2.16% |
| 3 Year | 20.69% | 16.39% |
| 5 Year | 28.23% | 27.39% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -14.19% | -14.8% |
| 1 Year | -21.54% | -24.32% |
| 3 Year | 14.84% | 12.38% |
| 5 Year | 23.26% | 21.05% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 28.19% | 30.2% |
| 3 Year | 29.82% | 30.38% |
| 5 Year | 28.63% | 31.61% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.861% | 15.599% |
| Sharp | 0.793% | 0.8% |
| Beta | 0.736% | 0.803% |
| Alpha | 3.356% | 0.98% |
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Fund Managers
| Scheme Name | Tata Small Cap Fund Regular 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 Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.71606 | 3.1962 |
| Small Cap | 87.43648 | 67.63199 |
| Mid Cap | 7.84743 | 29.17183 |
| Large Cap | - | 0 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.17308 | 3.1962 |
| Healthcare | 10.90484 | 11.41456 |
| Basic Materials | 18.67055 | 11.90214 |
| Consumer Cyclical | 17.14654 | 16.79436 |
| Financial Services | 8.57292 | 17.14725 |
| Technology | 5.36707 | 11.49444 |
| Real Estate | 4.36032 | 3.21437 |
| Industrials | 24.31027 | 18.22388 |
| Consumer Defensive | 3.64561 | 6.61282 |
| Utilities | 0.84877 | - |
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