Back to all funds
Small CapVSMulti Cap
HDFC Small Cap Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.78%
VS
3Y Return
14.24%
| Parameter | AHDFC Small Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Edelweiss Mutual Fund |
| Category | Small Cap | Multi Cap |
| NAV (₹) | 152.64 | 15.12 |
| AUM (₹ Cr) | 3.82 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 16.9 | 15.25 |
| Sharpe Ratio | 0.55 | 0.68 |
| 1 Year Return (%) | 0.2% | 3.12% |
| 3 Year Return (%) | 15.78% | 14.24% |
| 5 Year Return (%) | 18.08% | 8.32% |
| Since Launch (%) | 18.02% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 30 June 2014 | 30 October 2023 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (11.9 years yrs) | Bharat Lahoti (3.5 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | Aster DM Healthcare Ltd. (4.42%), Bank Of Baroda (3.23%), Firstsource Solutions Ltd. (3.17%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 90.45% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 6% | 55% |
Why consider HDFC Small Cap Fund?
- Expense ratio: 0.73%
- 3Y return: 15.78%
- AUM: 3.82 Lac Cr
- Sharpe Ratio: 0.55
Why consider Edelweiss Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
SIP Calculator – Compare Growth Potential
HDFC Small Cap Fund
₹1462201.27
@15.8% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
Explore More Comparisons
⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.