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Edelweiss Small Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 43.4 | 26.95 | 34.66 | N/A |
Average Rolling Returns(%) | 38.41 | 33.53 | 31.17 | N/A |
The Current NAV of Edelweiss Small Cap Fund - Regular Plan - Growth is ₹45.48.
It is better to invest in a fund with a longer track record as Edelweiss Small Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.
Edelweiss Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.84%
The process for redemption is
The AUM of Edelweiss Small Cap Fund - Regular Plan - Growth is currently ₹4,141 Crores.
The Top three stocks are UNO Minda, KEI Industries and Ajanta Pharma and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 23% of fund’s portfolio respectively.
Top three sectors of Edelweiss Small Cap Fund - Regular Plan - Growth fund are BFSI, Capital Goods and Construction & Infrastructure accounting for 45% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Edelweiss Small Cap Fund - Regular Plan - Growth Fund is Equity - Small cap Fund.
Trideep Bhattacharya and Raj Koradia manage the Edelweiss Small Cap Fund - Regular Plan - Growth Fund.
Edelweiss Small Cap Fund - Regular Plan - Growth current PE ratio is 61.17 and PB ratio is 9.00
The asset allocation of Edelweiss Small Cap Fund - Regular Plan - Growth is Stocks : 97.01%, Debt : 2.98% and Gold : 0%
The minimum SIP amount for Edelweiss Small Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Small Cap Fund - Regular Plan - Growth is 1% on or before 90 days, Nil after 90 days