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

Edelweiss Small Cap Growth Direct Plan

NAV
₹47.8100
-0.74%
(16 Dec)
AUM
5,330 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 above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
-2.8%
-3.2%
-5.1%
-6.2%
-6.6%
-7.1%
3Y
+25.3%
+30.3%
+26.5%
+25.6%
+20.4%
+18.7%
5Y
+28.3%
+28.1%
NA
+22.1%
+26.0%
+24.0%
ALL
+24.2%
+32.3%
+26.4%
+21.4%
+25.6%
+15.4%
VOL
18.1%
17.2%
16.8%
20.2%
17.4%
-
TER
0.4%
0.4%
0.4%
0.2%
0.4%
-
AUM
₹8,999 Cr
₹18,174 Cr
₹4,235 Cr
₹2,819 Cr
₹5,330 Cr
-
INFO
1.34
1.88
1.57
1.06
1.47
-
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 30th Nov
Top holdings
City Union Bank Ltd
3.5%
Clearing Corporation Of India Ltd.
2.7%
UNO Minda Ltd
2.6%
Karur Vysya Bank Ltd
2.6%
Multi Commodity Exchange of India Ltd
2.4%
Indian Bank
2.4%
Navin Fluorine International Ltd
2.3%
Krishna Institute of Medical Sciences Ltd
2.3%
Radico Khaitan Ltd
2.2%
KEI Industries Ltd
2.2%
Top industry exposure
Financial Services
23.1%
Consumer Cyclical
18.7%
Industrials
14.7%
Basic Materials
14.6%
Healthcare
11.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
25%
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