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

Edelweiss Small Cap Growth Direct Plan

NAV
₹43.8040
-1.43%
(30 Apr)
AUM
4,064 Cr
TER
0.39%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.2%
+10.6%
+5.8%
+4.0%
+1.2%
-5.4%
3Y
+27.5%
+24.4%
+26.0%
+19.8%
+18.0%
+22.6%
5Y
+37.0%
+34.6%
+31.0%
+35.1%
+33.4%
+48.3%
ALL
+33.9%
+24.5%
+22.5%
+26.8%
+16.5%
+17.8%
VOL
17.8%
18.5%
20.9%
17.9%
-
15.4%
TER
0.5%
0.4%
0.6%
0.4%
-
0.7%
AUM
₹9,516 Cr
₹5,885 Cr
₹2,219 Cr
₹4,064 Cr
-
₹24,893 Cr
INFO
1.91
1.32
1.07
1.49
-
1.15
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 (G)
₹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.
Fund manager(s)
Dhruv Bhatia
Trideep Bhattacharya
Raj Koradia

FAQs