FAQ : Edelweiss Small Cap Fund - Regular Plan - Growth

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(%) 47.8 28.04 28.99 N/A
Average Rolling Returns(%) 36.53 35.05 N/A N/A

The Current NAV of Edelweiss Small Cap Fund - Regular Plan - Growth is ₹34.83.

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 100 returns, as Funds portfolio is significantly different.

Edelweiss Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.89%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Edelweiss Small Cap Fund - Regular Plan - Growth is currently ₹3,147 Crores.

The Top three stocks are Birlasoft, KEI Industries and JB Chem & Pharma and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 24% of fund’s portfolio respectively.

Top three sectors of Edelweiss Small Cap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Capital Goods 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.

Sahil Shah and Trideep Bhattacharya manage the Edelweiss Small Cap Fund - Regular Plan - Growth Fund.

Edelweiss Small Cap Fund - Regular Plan - Growth current PE ratio is 46.28 and PB ratio is 7.23

The asset allocation of Edelweiss Small Cap Fund - Regular Plan - Growth is Stocks : 97.24%, Debt : 2.78% 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

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