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

Edelweiss Small Cap Growth Direct Plan

NAV
₹48.8470
-0.65%
(4 Nov)
AUM
4,293 Cr
TER
0.37%
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
+70.3%
+53.2%
+44.3%
+44.1%
+42.1%
+40.8%
3Y
+29.6%
+29.3%
+27.1%
+27.9%
+23.2%
+24.9%
5Y
NA
+47.9%
+30.4%
+31.9%
+31.6%
+34.5%
ALL
+41.3%
+19.9%
+23.1%
+24.1%
+16.8%
+31.8%
VOL
17.1%
15.2%
15.6%
16.9%
-
17.6%
TER
0.4%
0.6%
0.9%
0.7%
-
0.4%
AUM
₹8,489 Cr
₹26,645 Cr
₹14,460 Cr
₹17,306 Cr
-
₹4,293 Cr
INFO
2.42
1.31
1.48
1.42
-
1.81
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 Aug
Top holdings
UNO Minda Ltd
3.0%
Clearing Corporation Of India Ltd.
3.0%
KEI Industries Ltd
3.0%
Ajanta Pharma Ltd
2.5%
J.B. Chemicals & Pharmaceuticals Ltd
2.4%
Voltas Ltd
2.2%
Jubilant Ingrevia Ltd Ordinary Shares
2.1%
Kirloskar Pneumatic Co Ltd
2.0%
Dodla Dairy Ltd
1.9%
Dixon Technologies (India) Ltd
1.9%
Top industry exposure
Industrials
26.6%
Financial Services
17.4%
Consumer Cyclical
14.1%
Healthcare
9.9%
Technology
9.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
17%
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