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

Edelweiss Small Cap Growth Direct Plan

NAV
₹41.4540
+0.12%
(7 Mar)
AUM
4,171 Cr
TER
0.4%
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
+16.1%
+11.8%
+7.0%
+4.9%
+3.7%
-4.3%
3Y
+29.0%
+24.9%
+26.1%
+21.1%
+19.5%
+24.6%
5Y
+34.5%
+27.6%
+23.7%
+28.9%
+26.8%
+42.7%
ALL
+33.9%
+24.0%
+21.6%
+26.4%
+16.0%
+17.6%
VOL
17.5%
18.4%
20.7%
17.8%
-
15.3%
TER
0.5%
0.4%
0.4%
0.4%
-
0.7%
AUM
₹9,236 Cr
₹5,905 Cr
₹2,254 Cr
₹4,171 Cr
-
₹22,832 Cr
INFO
1.94
1.31
1.04
1.48
-
1.14
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 Jan
Top holdings
Clearing Corporation Of India Ltd.
4.2%
KEI Industries Ltd
2.7%
Karur Vysya Bank Ltd
2.6%
UNO Minda Ltd
2.4%
Radico Khaitan Ltd
2.4%
Jubilant Ingrevia Ltd Ordinary Shares
2.4%
Krishna Institute of Medical Sciences Ltd
2.4%
Multi Commodity Exchange of India Ltd
2.2%
Zensar Technologies Ltd
2.1%
BSE Ltd
2.1%
Top industry exposure
Industrials
19.7%
Financial Services
17.1%
Consumer Cyclical
15.3%
Basic Materials
11.9%
Technology
11.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
18%
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