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

Edelweiss Small Cap Growth Direct Plan

NAV
₹49.5330
-2.03%
(20 Dec)
AUM
4,374 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 above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+50.0%
+43.7%
+40.8%
+31.8%
+30.8%
+26.6%
3Y
+32.1%
+29.5%
+28.3%
+25.8%
+24.7%
+28.5%
5Y
NA
+35.1%
NA
+35.7%
+32.1%
+48.0%
ALL
+40.8%
+29.2%
+27.8%
+31.8%
+16.4%
+19.4%
VOL
17.1%
18.0%
20.3%
17.5%
-
15.2%
TER
0.4%
0.4%
0.4%
0.4%
-
0.6%
AUM
₹9,248 Cr
₹5,842 Cr
₹2,439 Cr
₹4,374 Cr
-
₹27,161 Cr
INFO
2.39
1.62
1.37
1.82
-
1.28
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 Oct
Top holdings
BSE Ltd
2.7%
Radico Khaitan Ltd
2.6%
KEI Industries Ltd
2.5%
Clearing Corporation Of India Ltd.
2.5%
UNO Minda Ltd
2.5%
Kirloskar Pneumatic Co Ltd
2.5%
Jubilant Ingrevia Ltd Ordinary Shares
2.4%
J.B. Chemicals & Pharmaceuticals Ltd
2.3%
Ajanta Pharma Ltd
2.3%
Multi Commodity Exchange of India Ltd
2.2%
Top industry exposure
Industrials
24.2%
Financial Services
17.9%
Consumer Cyclical
13.3%
Healthcare
12.1%
Basic Materials
10.7%
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