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

Edelweiss Small Cap Growth Direct Plan

NAV
₹48.2240
+1.24%
(19 Dec)
AUM
5,330 Cr
TER
0.43%
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
-4.2%
-5.4%
-6.0%
-6.3%
-8.0%
-8.2%
3Y
+30.4%
+25.1%
+20.2%
+26.1%
+25.5%
+18.5%
5Y
+27.6%
+27.6%
+25.9%
NA
+21.6%
+23.5%
ALL
+32.1%
+23.9%
+25.6%
+25.7%
+21.1%
+15.2%
VOL
17.2%
18.1%
17.4%
16.7%
20.2%
-
TER
0.4%
0.4%
0.4%
0.4%
0.2%
-
AUM
₹18,174 Cr
₹8,999 Cr
₹5,330 Cr
₹4,235 Cr
₹2,819 Cr
-
INFO
1.87
1.32
1.47
1.54
1.05
-
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 30th Nov
Top holdings
City Union Bank Ltd
3.5%
Clearing Corporation Of India Ltd.
2.7%
UNO Minda Ltd
2.6%
Karur Vysya Bank Ltd
2.6%
Multi Commodity Exchange of India Ltd
2.4%
Indian Bank
2.4%
Navin Fluorine International Ltd
2.3%
Krishna Institute of Medical Sciences Ltd
2.3%
Radico Khaitan Ltd
2.2%
KEI Industries Ltd
2.2%
Top industry exposure
Financial Services
23.1%
Consumer Cyclical
18.7%
Industrials
14.7%
Basic Materials
14.6%
Healthcare
11.2%
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.
Fund manager(s)
Dhruv Bhatia
Trideep Bhattacharya
Raj Koradia

FAQs