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Edelweiss Small Cap Fund - Regular Plan - Growth

Equity

Small Cap

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Edelweiss Small Cap Fund Returns

NAV: ₹43.753

As of 2026-05-18

4.43%

1yr

18.01%

3yr

17.84%

5yr

All

May-25Aug-25Nov-25Feb-26May-26

Edelweiss Small Cap Fund Return Calculator

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Edelweiss Small Cap Fund Overview

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About Edelweiss Small Cap Fund - Regular Plan - Growth

The Edelweiss Small Cap Fund - Regular Plan - Growth , a Small Cap multi-cap fund   Open Ended Mutual Funds   from Edelweiss Asset Management Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Edelweiss Small Cap Fund - Regular Plan - Growth - Performance

The Edelweiss Small Cap Fund - Regular Plan - Growth has set a great track record, delivering an impressive 1-year return of 4.43. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹5,952.0114 Cr. and the latest NAV declared is 43.753 as on 2026-05-18.

Edelweiss Small Cap Fund - Regular Plan - Growth - Investment Strategy

The Edelweiss Small Cap Fund - Regular Plan - Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Edelweiss Small Cap Fund - Regular Plan - Growth - Fees and Expenses

The Edelweiss Small Cap Fund - Regular Plan - Growth has an expense ratio of 2.13 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.

Edelweiss Small Cap Fund - Regular Plan - Growth - SIP Planning

The Edelweiss Small Cap Fund - Regular Plan - Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Edelweiss Small Cap Fund - Regular Plan - Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Small Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Small Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

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Lock-in Period

Nil

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Min SIP

100

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Min Lumpsum

₹100

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Fund Size(Cr)

₹5,952.01

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Expense Ratio

2.13%

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Exit Load

1%

1% on or before 90D, Nil after 90D

Fund Analysis

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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.

Edelweiss Small Cap Fund Holdings

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Edelweiss Small Cap Fund AMC Details

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  • Fund House

    Edelweiss Asset Management Limited

  • Fund Manager

    Dhruv Bhatia

Edelweiss Small Cap Fund FAQs

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How can I invest in the Edelweiss Small Cap Fund ?

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What are the historical returns of the Edelweiss Small Cap Fund ?

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Is Edelweiss Small Cap Fund a good investment option for me?

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What are the expense ratios associated with Edelweiss Small Cap Fund ?

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Can I invest in both SIP and Lump Sum plans for Edelweiss Small Cap Fund ?

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How can I redeem my investments in the Edelweiss Small Cap Fund ?

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What is the current Asset Under Management (AUM) for Edelweiss Small Cap Fund ?

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How can I invest in the Edelweiss Small Cap Fund through SIPs of INR 1000 per month?

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Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.