
Edelweiss Small Cap Fund - Regular Plan - IDCW Option
Equity
Small Cap
Edelweiss Small Cap Fund Returns
NAV: ₹38.52
As of 2026-10-21
6.91%
1yr
14.15%
3yr
15.47%
5yr
All
Edelweiss Small Cap Fund Return Calculator
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Edelweiss Small Cap Fund Overview
About Edelweiss Small Cap Fund - Regular Plan - IDCW Option
The Edelweiss Small Cap Fund - Regular Plan - IDCW Option , 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 - IDCW Option - Performance
The Edelweiss Small Cap Fund - Regular Plan - IDCW Option has set a great track record, delivering an impressive 1-year return of 6.91. 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 ₹7,252.91 Cr. and the latest NAV declared is 38.517 as on 2026-10-21.
Edelweiss Small Cap Fund - Regular Plan - IDCW Option - Investment Strategy
The Edelweiss Small Cap Fund - Regular Plan - IDCW Option 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 - IDCW Option - Fees and Expenses
The Edelweiss Small Cap Fund - Regular Plan - IDCW Option has an expense ratio of 1.54 , 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 - IDCW Option - SIP Planning
The Edelweiss Small Cap Fund - Regular Plan - IDCW Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Edelweiss Small Cap Fund - Regular Plan - IDCW Option 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
Min SIP
100
Min Lumpsum
₹100
Fund Size(Cr)
₹7,253
Expense Ratio
1.54%
Exit Load
1%
1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment.
Fund Analysis
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. visit zfunds.in to know more details about recommended mutual funds.
Edelweiss Small Cap Fund Holdings
Edelweiss Small Cap Fund Riskometer


Edelweiss Small Cap Fund AMC Details
Fund House
Edelweiss Asset Management Limited
Fund Manager
Dhruv Bhatia
Launch Date
07-Feb-19
Email
Address
Edelweiss House Off. C.S.T Road, Kalina, Mumbai - 400 098
Website
SID
https://www.edelweissmf.com/downloads#Scheme-Information-Document
Edelweiss Small Cap Fund FAQs
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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.
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