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Edelweiss Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 11.08 | 18.97 | 28.12 | N/A |
Average Rolling Returns(%) | 38.02 | 32.30 | 31.55 | N/A |
The Current NAV of Edelweiss Small Cap Fund - Growth - Direct Plan is ₹43.50.
You can consider SIP in Edelweiss Small Cap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. 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 - Growth - Direct Plan fund’s expense ratio is 0.38%
The process for redemption is
The AUM of Edelweiss Small Cap Fund - Growth - Direct Plan is currently ₹4,171 Crores.
The Top three stocks are KEI Industries, Karur Vysya Bank and UNO Minda and account for 8% 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 - Growth - Direct Plan fund are BFSI, Capital Goods and Construction & Infrastructure accounting for 40% 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 - Growth - Direct Plan Fund is Equity - Small cap Fund.
Trideep Bhattacharya and Raj Koradia manage the Edelweiss Small Cap Fund - Growth - Direct Plan Fund.
Edelweiss Small Cap Fund - Growth - Direct Plan current PE ratio is 50.34 and PB ratio is 7.87
The asset allocation of Edelweiss Small Cap Fund - Growth - Direct Plan is Stocks : 96.82%, Debt : 3.19% and Gold : 0%
The minimum SIP amount for Edelweiss Small Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Small Cap Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days