Edelweiss Small Cap Fund
500
Min SIP
5,000
Min Lumpsum
0.56 %
Expense Ratio
Rating
1,615
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 26.1% | 45.7% | - | 28% | ||||
| Category Average | 19.1% | 43.2% | 10.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Westlife Food
J B Chem & Pharm
KEI Industries
Can Fin Homes
Century Plyboard
Others
Advance Ratio
0.77
Alpha
4.91
SD
0.78
Beta
0.64
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
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 4,091
-
29.7%Fund Size - 4,091
-
66.2%Fund Size - 4,091
-
25.7%Fund Size - 4,091
-
- Equity .
- Small Cap .
-
- 26,293
-
32.6%Fund Size - 26,293
-
52%Fund Size - 26,293
-
19.1%Fund Size - 26,293
-
- Equity .
- Small Cap .
-
- 5,036
-
22.1%Fund Size - 5,036
-
49.6%Fund Size - 5,036
-
17.4%Fund Size - 5,036
-
- Equity .
- Small Cap .
-
- 15,857
-
37%Fund Size - 15,857
-
49.5%Fund Size - 15,857
-
15.3%Fund Size - 15,857
-
- Equity .
- Small Cap .
-
- 9,230
-
16.1%Fund Size - 9,230
-
48%Fund Size - 9,230
-
18.4%Fund Size - 9,230
AMC Contact Details
Edelweiss Mutual Fund
AUM:
1,20,557 Cr
Address:
Edelwiess House,
Off.C.S.T. Road,
Kalina, Mumbai - 400 098.
Contact:
+91 022 40979737
Email ID:
EMFHelp@Edelweissmf.com
Frequently Asked Questions
How to invest in Edelweiss Small Cap Fund ?
You can invest in Edelweiss Small Cap Fund 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 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 ?
The NAV of Edelweiss Small Cap Fund is ₹28.9 as of 26 May 2023.
How to redeem Edelweiss Small Cap Fund 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?
The minimum SIP amount of Edelweiss Small Cap Fund is ₹500
What are the top sectors Edelweiss Small Cap Fund has invested in??
The top sectors Edelweiss Small Cap Fund has invested in are
- Westlife Food - 3.62%
- J B Chem & Pharm - 3.14%
- KEI Industries - 2.98%
- Can Fin Homes - 2.72%
- Century Plyboard - 2.35%
How much returns have Edelweiss Small Cap Fund generated ?
The Edelweiss Small Cap Fund has delivered 28% since inception
What is the expense ratio of Edelweiss Small Cap Fund ?
The expense ratio of Edelweiss Small Cap Fund is 0.56 % as of 26 May 2023.
What is the AUM of Edelweiss Small Cap Fund?
The AUM of Edelweiss Small Cap Fund is ₹1,20,557 Cr as of 26 May 2023
What are the top stock holdings of Edelweiss Small Cap Fund?
The top stock holdings of Edelweiss Small Cap Fund are
- Westlife Food - 3.62%
- J B Chem & Pharm - 3.14%
- KEI Industries - 2.98%
- Can Fin Homes - 2.72%
- Century Plyboard - 2.35%