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

Edelweiss Small Cap IDCW Reinvest Direct Plan

NAV
₹34.9050
+0.39%
(1 Mar)
AUM
3,157 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 above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+72.7%
+52.2%
+52.2%
+52.2%
+50.7%
+49.7%
3Y
+45.4%
+35.1%
+35.1%
+35.1%
+30.3%
+29.0%
5Y
+38.8%
+25.8%
+25.8%
+25.8%
+31.2%
+27.1%
ALL
+19.1%
+23.0%
+23.0%
+23.0%
+31.4%
+16.2%
VOL
14.8%
17.7%
17.7%
17.7%
18.1%
-
TER
0.8%
0.7%
0.7%
0.7%
0.4%
-
AUM
₹15,664 Cr
₹13,981 Cr
₹13,981 Cr
₹13,981 Cr
₹3,157 Cr
-
INFO
1.30
1.30
1.30
1.30
1.73
-
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 IDCW Reinvest (DR)
₹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
Birlasoft Ltd
3.4%
J.B. Chemicals & Pharmaceuticals Ltd
2.7%
KEI Industries Ltd
2.7%
Clearing Corporation Of India Ltd.
2.4%
Persistent Systems Ltd
2.3%
Ajanta Pharma Ltd
2.2%
Westlife Foodworld Ltd
2.1%
UNO Minda Ltd
2.1%
Karur Vysya Bank Ltd
2.0%
Indian Bank
2.0%
Top industry exposure
Industrials
24.8%
Financial Services
17.2%
Consumer Cyclical
14.8%
Healthcare
12.0%
Basic Materials
10.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
29%
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)
Trideep Bhattacharya
Sahil Shah

FAQs