- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Small Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.757
NAV (Mar 28)
Fund Returns
Last 1Y | 0.3% |
Last 3Y | 41.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.4% |
6 Month CAGR | -3.7% |
Scheme Information
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.
Expense Ratio | 2.21 |
Launched (4y ago) | Feb 07, 2019 |
AUM in Crores | 1458.464 |
ISIN | INF754K01JJ4 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Smallcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 25.2 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.82 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.964 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Small Cap Fund (Growth) | NaN | NaN | % | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
clearing corporation of india ltd.
3.8%westlife foodworld ltd
3.2%j.b. chemicals & pharmaceuticals ltd
3.2%kei industries ltd
2.8%persistent systems ltd
2.5%Allocation by Sector
industrials
27.3%consumer cyclical
19.4%basic materials
13.9%financial services
13.7%healthcare
8.3%Compare Edelweiss Small Cap Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth 65,007 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,119 debt and 18 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.1% | ||
6.3% | 7.1% | ||
- | 3.5% | ||
6.3% | 7.1% | ||
- | 4.1% |
Edelweiss Small Cap Fund (G) Review
Edelweiss Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 23.4% over a period of 4 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Sahil Shah, Trideep Bhattacharya.
Nav of Edelweiss Small Cap Fund (G) as of 3/28/2023 is ₹23.76 with the total AUM as of 3/29/2023 is ₹1458.464. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Small Cap Fund (G) was launched on Feb 07, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Edelweiss Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Edelweiss Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Smallcap 250 TR INR.
Edelweiss Small Cap Fund (G) is rated as a 0 fund in Equity and delivered 0.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Small Cap Fund (G).
Frequently Asked Questions
What is Edelweiss Small Cap Fund (G)?
How to invest in Edelweiss Small Cap Fund (G)?
You can invest in Edelweiss Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Edelweiss Small Cap Fund (G)?
The minimum sip amount for Edelweiss Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Small Cap Fund (G) good to invest in?
As per Scripbox experts, Edelweiss Small Cap Fund (G) is a Not Reviewed Yet fund. You can investEdelweiss Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Small Cap Fund (G)?
The expense ratio of the Edelweiss Small Cap Fund (G) is 2.21% for regular plan.