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

Edelweiss Small Cap Growth Direct Plan

NAV
₹43.5900
-0.27%
(2 Apr)
AUM
5,481 Cr
TER
0.45%
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
+4.0%
+3.4%
+3.3%
+1.5%
+1.2%
-0.3%
3Y
+29.5%
+22.7%
+23.3%
+18.5%
+23.3%
+17.1%
5Y
+22.6%
+20.9%
NA
+18.8%
+17.0%
+17.3%
ALL
+28.6%
+21.3%
+20.4%
+22.9%
+18.6%
+13.6%
VOL
17.4%
18.3%
17.2%
17.5%
20.4%
-
TER
0.5%
0.4%
0.5%
0.5%
0.4%
-
AUM
₹20,474 Cr
₹9,716 Cr
₹4,076 Cr
₹5,481 Cr
₹2,712 Cr
-
INFO
1.64
1.17
1.19
1.30
0.92
-
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
City Union Bank Ltd
3.6%
Karur Vysya Bank Ltd
3.3%
Multi Commodity Exchange of India Ltd
3.1%
Indian Bank
2.6%
Clearing Corporation Of India Ltd.
2.6%
KEI Industries Ltd
2.6%
Krishna Institute of Medical Sciences Ltd
2.4%
UNO Minda Ltd
2.3%
Ajanta Pharma Ltd
2.3%
APL Apollo Tubes Ltd
2.3%
Top industry exposure
Financial Services
25.1%
Consumer Cyclical
17.8%
Industrials
15.1%
Basic Materials
14.6%
Healthcare
13.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
23%
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