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

Edelweiss Small Cap Growth Direct Plan

NAV
₹41.0270
-0.98%
(9 Apr)
AUM
3,719 Cr
TER
0.43%
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
+8.9%
+5.5%
+2.1%
+0.5%
-1.6%
-4.0%
3Y
+22.6%
+19.4%
+21.6%
+15.9%
+14.2%
+17.7%
5Y
+35.9%
+34.2%
+30.9%
+35.4%
+33.2%
+33.9%
ALL
+32.5%
+23.3%
+21.0%
+25.7%
+16.1%
+20.3%
VOL
17.7%
18.5%
20.8%
17.9%
-
15.8%
TER
0.5%
0.4%
0.6%
0.4%
-
1.0%
AUM
₹8,475 Cr
₹5,312 Cr
₹2,219 Cr
₹3,719 Cr
-
₹11,257 Cr
INFO
1.84
1.26
1.01
1.44
-
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 28th Feb
Top holdings
Clearing Corporation Of India Ltd.
4.2%
Radico Khaitan Ltd
2.6%
Karur Vysya Bank Ltd
2.5%
UNO Minda Ltd
2.4%
Jubilant Ingrevia Ltd Ordinary Shares
2.4%
KEI Industries Ltd
2.3%
Krishna Institute of Medical Sciences Ltd
2.3%
Ajanta Pharma Ltd
2.2%
Multi Commodity Exchange of India Ltd
2.1%
City Union Bank Ltd
2.1%
Top industry exposure
Financial Services
18.3%
Consumer Cyclical
17.4%
Basic Materials
14.8%
Industrials
14.3%
Healthcare
11.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
19%
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