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 IDCW Payout (DP)
₹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.