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  • Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)
Edelweiss Mutual Funds

Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

EquitySmall Cap

22.363

NAV (Oct 26)

37.5%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in small cap mutual funds.

However, Scripbox does not recommend investing in small cap mutual funds.

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

1,056 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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Historical NAV

22.363

NAV (Oct 26)

Fund Returns

Last 1Y
89.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
37.5%
6 Month CAGR
35.2%
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Scheme Information

Investment 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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.2
Launched (2y ago)
Feb 07, 2019
AUM in Crores
1055.367
ISIN
INF754K01JL0
Lock-in
No Lock-in
Benchmark
IISL Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Harshad Patwardhan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 39,425 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.

amc-img

  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.9%

    7%

    top-ranked-badge

    28.9%

    12.6%

    top-ranked-badge

    22.3%

    13.6%

    top-ranked-badge

    21.8%

    14.9%

    top-ranked-badge

    8.3%

    5.3%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    About Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 37.5% over a period of 2 years. . The fund is managed by Edelweiss Asset Management Limited. The fund manager’s name is Harshad Patwardhan

    Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Investment 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 objective of the scheme will be realized.

    Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) NAV,AUM,Risk

    The Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund was launched on Feb 07, 2019. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-10-26 is ₹22.36. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹1055.367. The category risk of the Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund is Very High Risk. The fund charges 2.2 % as expense ratio.

    Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.8% in this asset class. The top three holdings of the fund are , persistent systems ltd , clearing corporation of india ltd. , mphasis ltd , j.b. chemicals & pharmaceuticals ltd , apl apollo tubes ltd , max healthcare institute ltd ordinary shares , mastek ltd , chambal fertilisers & chemicals ltd , kei industries ltd , amber enterprises india ltd ordinary shares , birlasoft ltd , praj industries ltd , dalmia bharat ltd , brigade enterprises ltd , pnc infratech ltd , emami ltd , csb bank ltd ordinary shares , equitas holding ltd , srf ltd , teamlease services ltd , century plyboards (india) ltd , can fin homes ltd , k.p.r. mill ltd , navin fluorine international ltd , grindwell norton ltd , knr constructions ltd , zydus wellness ltd , gmm pfaudler ltd , timken india ltd , kajaria ceramics ltd , ratnamani metals & tubes ltd , kec international ltd , garware technical fibres ltd , jk lakshmi cement ltd , orient electric ltd ordinary shares , tci express ltd , v-mart retail ltd , mold-tek packaging ltd , mahindra logistics ltd , genus power infrastructures ltd , westlife development ltd , minda industries ltd , laurus labs ltd , angel one ltd ordinary shares , great eastern shipping co ltd , gateway distriparks ltd , indian bank , multi commodity exchange of india ltd , action construction equipment ltd , jamna auto industries ltd , agro tech foods ltd , greenpanel industries ltd ordinary shares , fine organic industries ltd ordinary shares , mrs bectors food specialities ltd ordinary shares , subros ltd , voltamp transformers ltd , cholamandalam financial holdings ltd , tejas networks ltd , ashoka buildcon ltd , deepak nitrite ltd , the federal bank ltd , apar industries ltd , sudarshan chemical industries ltd , dixon technologies (india) ltd , suven pharmaceuticals ltd , aarti drugs ltd , rhi magnesita india ltd , jk cement ltd , vinati organics ltd , phoenix mills ltd , ahluwalia contracts (india) ltd , mold-tek packaging warrant , net receivables/(payables)

    Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Investment volatility and Horizon

    This fund 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 of Income Distribution cum capital withdrawal (RIDCW-A) Review

    Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Small Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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