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

Edelweiss Small Cap Growth Direct Plan

NAV
₹48.0670
+0.29%
(13 Jun)
AUM
4,580 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
+17.8%
+13.5%
+6.8%
+5.7%
+4.6%
-2.8%
3Y
+37.0%
+32.5%
+33.9%
+28.2%
+26.2%
+31.1%
5Y
+38.9%
+36.3%
+32.0%
+36.8%
+34.8%
+48.1%
ALL
+35.9%
+25.8%
+24.0%
+28.1%
+16.6%
+18.3%
VOL
17.7%
18.5%
20.8%
17.8%
-
15.4%
TER
0.4%
0.4%
0.6%
0.4%
-
0.7%
AUM
₹11,744 Cr
₹6,823 Cr
₹2,504 Cr
₹4,580 Cr
-
₹28,205 Cr
INFO
2.03
1.39
1.15
1.57
-
1.18
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 Apr
Top holdings
Clearing Corporation Of India Ltd.
3.4%
Radico Khaitan Ltd
2.7%
City Union Bank Ltd
2.7%
Krishna Institute of Medical Sciences Ltd
2.5%
Karur Vysya Bank Ltd
2.4%
Multi Commodity Exchange of India Ltd
2.3%
UNO Minda Ltd
2.3%
Navin Fluorine International Ltd
2.2%
Jubilant Ingrevia Ltd Ordinary Shares
2.2%
BSE Ltd
2.1%
Top industry exposure
Financial Services
20.3%
Consumer Cyclical
16.5%
Industrials
15.0%
Basic Materials
14.4%
Healthcare
11.0%
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