Compare Mutual Funds

Insights from Fund Comparison

• Both Edelweiss Small Cap Fund - Regular (G) and JM Small Cap Fund - Regular (G) are Small Cap Fund, Equity schemes. Edelweiss Small Cap Fund - Regular (G) is 7 yrs 2 m old and manages ₹5,480.8 Crs, whereas JM Small Cap Fund - Regular (G) is 1 yrs 10 m old with ₹645.98 Crs.
• Edelweiss Small Cap Fund - Regular (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Edelweiss Small Cap Fund - Regular (G) has its top 3 sectors in Banks (12.81%), Auto Ancillaries (7.88%), and Chemicals (6.44%), while JM Small Cap Fund - Regular (G) focuses on Consumer Durables (8.95%), Pharmaceuticals (8.49%), and Banks (7.95%).
• The funds share exposure to Banks, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Edelweiss Small Cap Fund - Regular (G) holds City Union Bank Ltd. (3.59%), Karur Vysya Bank Ltd. (3.28%), Multi Commodity Exchange Of India Ltd. (3.13%), Indian Bank (2.63%), and Clearing Corporation of India Ltd. (2.60%), whereas JM Small Cap Fund - Regular (G) holds Garware Hi-Tech Films Ltd (5.51%), Godfrey Phillips India Limited (4.66%), Amber Enterprises India Limited (3.70%), Creditaccess Grameen Limited (3.62%), and Acutaas Chemicals Limited (3.57%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Edelweiss Small Cap Fund - Regular (G) has 97.86% equity and 0.00% debt, while JM Small Cap Fund - Regular (G) has 99.64% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Edelweiss Small Cap Fund - Regular (G) outperformed JM Small Cap Fund - Regular (G) in 6 Months, 1 Year (returns: -9.76%, 0.08% ) but underperformed in 3 Months, 3 Years, 5 Years (returns: -11.89%, 16.81%, 16.94%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.