Edelweiss Asset Management Limited

Edelweiss Small Cap Fund - Regular Plan - Growth

EquitySmall Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return9.9%
  • 3 yr return34.1%
  • 5 yr return-
  • Expense Ratio2.24%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees1084.8
  • NAVRupees24.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Fund Video

Analysis

Edelweiss Small Cap Fund from the house of Edelweiss Mutual Funds reviewed in detail. The Edelweiss Small Cap Fund will invest in small cap companies and will use the bottom-up approach for stock selection. The fund has an investment objective to generate long-term capital growth by investing its assets in equity and equity-related stocks of small cap companies. The minimum application amount is Rs.5,000 and the minimum additional amount is Rs.500. The fund manager of Edelweiss Small Cap Fund is Mr. Harshad Patwardhan.

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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 Investment Objective Of The Scheme Will Be Realized And The Scheme Does Not Assure Or Guarantee Any Returns.For Details On The Type Of Securities In Which The Scheme Will Invest, Please Refer Section On 'Where Will The Scheme Invest'.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Top Holdings

  • Companies %
  • Clearing Corporation of India Ltd. 3.4
  • JB Chemicals & Pharmaceuticals Ltd. 2.8
  • Persistent Systems Ltd. 2.3
  • Brigade Enterprises Ltd. 2.3
  • GMM Pfaudler Ltd. 2.2
  • Max Healthcare Institute Ltd. 2.2
  • Navin Fluorine International Ltd. 2.1
  • KEI Industries Ltd. 2.1
  • City Union Bank Ltd. 2.1
  • Kajaria Ceramics Ltd. 2
  • Cholamandalam Investment & Finance Company Ltd. 2
  • Sectors %
  • Industrial Products17.7
  • Chemicals8.2
  • Consumer Durables8.1
  • Internet and Technology6.9
  • Banks6.2

Fund House