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

Edelweiss Small Cap Growth Direct Plan

NAV
₹41.6680
+1.25%
(15 May)
AUM
3,361 Cr
TER
0.41%
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
+69.4%
+62.0%
+51.9%
+46.3%
+45.6%
+44.7%
3Y
+30.3%
+34.0%
+31.7%
+31.6%
+26.8%
+28.8%
5Y
NA
+41.7%
+25.9%
+27.4%
+27.7%
+31.2%
ALL
+38.3%
+19.5%
+22.6%
+23.2%
+16.3%
+30.8%
VOL
16.8%
14.9%
15.5%
16.8%
-
17.6%
TER
0.4%
0.6%
0.9%
0.7%
-
0.4%
AUM
₹4,385 Cr
₹20,164 Cr
₹12,587 Cr
₹13,401 Cr
-
₹3,361 Cr
INFO
2.27
1.31
1.46
1.38
-
1.75
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
KEI Industries Ltd
3.2%
J.B. Chemicals & Pharmaceuticals Ltd
2.9%
UNO Minda Ltd
2.4%
APL Apollo Tubes Ltd
2.3%
Voltas Ltd
2.3%
Westlife Foodworld Ltd
2.2%
Jubilant Ingrevia Ltd Ordinary Shares
2.1%
Ajanta Pharma Ltd
2.1%
Birlasoft Ltd
2.1%
Indian Bank
2.0%
Top industry exposure
Industrials
28.0%
Financial Services
18.5%
Consumer Cyclical
13.6%
Healthcare
9.9%
Technology
9.8%
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)
Trideep Bhattacharya
Sahil Shah

FAQs