Edelweiss Small Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Edelweiss Small Cap Growth Direct Plan

NAV
₹45.8680
+0.67%
(4 Feb)
AUM
4,428 Cr
TER
0.38%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+20.6%
+18.4%
+13.1%
+13.1%
+10.7%
+9.2%
3Y
+25.5%
+22.8%
+20.2%
+22.5%
+18.6%
+21.4%
5Y
NA
+29.3%
+30.5%
NA
+27.2%
+27.2%
ALL
+36.2%
+26.0%
+28.8%
+23.5%
+15.6%
+21.6%
VOL
17.3%
18.2%
17.7%
20.6%
-
15.7%
TER
0.4%
0.4%
0.4%
0.5%
-
0.9%
AUM
₹9,692 Cr
₹6,298 Cr
₹4,428 Cr
₹2,474 Cr
-
₹14,069 Cr
INFO
2.09
1.43
1.63
1.14
-
1.38
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Edelweiss Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
KEI Industries Ltd
2.8%
Radico Khaitan Ltd
2.7%
Jubilant Ingrevia Ltd Ordinary Shares
2.6%
UNO Minda Ltd
2.5%
BSE Ltd
2.5%
Kirloskar Pneumatic Co Ltd
2.2%
Krishna Institute of Medical Sciences Ltd
2.2%
Ajanta Pharma Ltd
2.1%
Karur Vysya Bank Ltd
2.1%
Multi Commodity Exchange of India Ltd
2.1%
Top industry exposure
Industrials
22.6%
Financial Services
15.9%
Consumer Cyclical
15.7%
Healthcare
11.6%
Technology
11.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
16%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
The investment objective of the scheme is to generate long term capital  appreciation from  a portfolio that predominantly invests  in equity and  equity related securities of small cap companies.
Fund manager(s)
Dhruv Bhatia
Trideep Bhattacharya
Raj Koradia

FAQs