Edelweiss Small Cap Fund – Direct Growth
₹ 100
Min SIP
₹ 5,000
Min Lumpsum
0.48 %
Expense Ratio
Rating
2,145
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 25.1% | 39.5% | - | 30.1% | ||||
| Category Average | 25% | 34.8% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.71
Alpha
4.69
SD
0.83
Beta
0.59
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment. |
|---|
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. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Fund Managers
Sahil Shah
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 6,779
-
36.9%Fund Size - 6,779
-
49.1%Fund Size - 6,779
-
29%Fund Size - 6,779
-
- Equity .
- Small Cap .
-
- 34,468
-
32.8%Fund Size - 34,468
-
44.4%Fund Size - 34,468
-
22.8%Fund Size - 34,468
-
- Equity .
- Small Cap .
-
- 18,999
-
36.9%Fund Size - 18,999
-
41.2%Fund Size - 18,999
-
18.7%Fund Size - 18,999
-
- Equity .
- Small Cap .
-
- 9,103
-
33.6%Fund Size - 9,103
-
40.1%Fund Size - 9,103
-
16.7%Fund Size - 9,103
-
- Equity .
- Small Cap .
-
- 6,510
-
23.5%Fund Size - 6,510
-
39.7%Fund Size - 6,510
-
21.5%Fund Size - 6,510
AMC Contact Details
Edelweiss Mutual Fund
AUM:
1,27,883 Cr
Address:
Edelwiess House,
Off.C.S.T. Road,
Kalina, Mumbai - 400 098.
Contact:
+91 022 40979737
Email ID:
EMFHelp@Edelweissmf.com
More Funds from Edelweiss Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Flexi Cap .
-
- 1,294
-
12.8%Fund Size - 1,294
-
24%Fund Size - 1,294
-
13.7%Fund Size - 1,294
-
- Equity .
- Large & Mid Cap .
-
- 2,137
-
12.7%Fund Size - 2,137
-
25.2%Fund Size - 2,137
-
15.2%Fund Size - 2,137
-
- Equity .
- Mid Cap .
-
- 3,448
-
16.6%Fund Size - 3,448
-
31.8%Fund Size - 3,448
-
18.1%Fund Size - 3,448
-
- Equity .
- Sectoral / Thematic .
-
- 970
-
15.4%Fund Size - 970
-
24.9%Fund Size - 970
-
16.1%Fund Size - 970
-
- Debt .
- Fixed Maturity Plans .
-
- 104
-
11.2%Fund Size - 104
-
14.5%Fund Size - 104
-
14%Fund Size - 104
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Edelweiss Small Cap Fund – Direct Growth ?
You can invest in Edelweiss Small Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Edelweiss Small Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Edelweiss Small Cap Fund – Direct Growth ?
The NAV of Edelweiss Small Cap Fund – Direct Growth is ₹32.9 as of 18 August 2023.
How to redeem Edelweiss Small Cap Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Edelweiss Small Cap Fund – Direct Growth?
The minimum SIP amount of Edelweiss Small Cap Fund – Direct Growth is ₹100
What are the top sectors Edelweiss Small Cap Fund – Direct Growth has invested in?
The top sectors Edelweiss Small Cap Fund – Direct Growth has invested in are
- Industrial Products - 12.89%
- Consumer Durables - 8.95%
- Auto Components - 8.2%
- Banks - 7.7%
- Pharmaceuticals & Biotech - 6.2%
Can I make investments in both the SIP and Lump Sum schemes of Edelweiss Small Cap Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Edelweiss Small Cap Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Edelweiss Small Cap Fund – Direct Growth generated ?
The Edelweiss Small Cap Fund – Direct Growth has delivered 30.1% since inception
What is the expense ratio of Edelweiss Small Cap Fund – Direct Growth ?
The expense ratio of Edelweiss Small Cap Fund – Direct Growth is 0.48 % as of 18 August 2023.
What is the AUM of Edelweiss Small Cap Fund – Direct Growth?
The AUM of Edelweiss Small Cap Fund – Direct Growth is ₹1,27,883 Cr as of 18 August 2023
What are the top stock holdings of Edelweiss Small Cap Fund – Direct Growth?
The top stock holdings of Edelweiss Small Cap Fund – Direct Growth are
- APL Apollo Tubes - 3.51%
- Westlife Food - 3.34%
- KEI Industries - 2.87%
- J B Chem & Pharm - 2.78%
- Birlasoft Ltd - 2.55%
How can I redeem my investments in Edelweiss Small Cap Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Edelweiss Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Edelweiss Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.