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 31st Mar
Top holdings
Radico Khaitan Ltd
2.7%
Krishna Institute of Medical Sciences Ltd
2.5%
Karur Vysya Bank Ltd
2.4%
UNO Minda Ltd
2.3%
Jubilant Ingrevia Ltd Ordinary Shares
2.3%
City Union Bank Ltd
2.2%
Edelweiss Liquid Dir Gr
2.1%
Ajanta Pharma Ltd
2.1%
Multi Commodity Exchange of India Ltd
2.0%
KEI Industries Ltd
2.0%
Top industry exposure
Financial Services
18.3%
Consumer Cyclical
17.0%
Industrials
15.6%
Basic Materials
15.1%
Healthcare
11.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
20%
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.