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 Jul
Top holdings
KEI Industries Ltd
2.9%
UNO Minda Ltd
2.8%
Clearing Corporation Of India Ltd.
2.6%
J.B. Chemicals & Pharmaceuticals Ltd
2.5%
Ajanta Pharma Ltd
2.2%
Kirloskar Pneumatic Co Ltd
2.2%
Voltas Ltd
2.0%
Jubilant Ingrevia Ltd Ordinary Shares
2.0%
Ahluwalia Contracts (India) Ltd
1.9%
Brigade Enterprises Ltd
1.9%
Top industry exposure
Industrials
27.8%
Financial Services
17.6%
Consumer Cyclical
14.0%
Technology
10.1%
Healthcare
9.3%
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.