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
Birlasoft Ltd
3.0%
KEI Industries Ltd
3.0%
J.B. Chemicals & Pharmaceuticals Ltd
2.7%
UNO Minda Ltd
2.3%
APL Apollo Tubes Ltd
2.3%
Ajanta Pharma Ltd
2.3%
Westlife Foodworld Ltd
2.2%
Persistent Systems Ltd
2.2%
Indian Bank
2.1%
Action Construction Equipment Ltd
2.0%
Top industry exposure
Industrials
25.7%
Financial Services
17.9%
Consumer Cyclical
14.3%
Healthcare
12.0%
Technology
10.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
25%
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.