Edelweiss Small Cap Fund
Small Cap Fund
Launch Date: 18 Jan 2019
Suitable for
Investment Period
7+ year investments
High risk investors
Comfortable with significant ups and downs in investment values.
Edelweiss Small Cap Fund
Small Cap Fund
Fund Health
Returns 📈
Typically 22-25% if held 7+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Average
Peer Performance
| Fund | Rolling 7Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Edelweiss Small Cap Fund | 23% | 18% | 0% | Average |
Nippon India Small Cap Fund | 23% | 19% | 12% | Good |
Bank Of India Small Cap Fund | 25% | 20% | 0% | Good |
Nifty Smallcap 250 Benchmark | 15% | 21% | 26% | — |
Small Cap Fund Category Average | 20% | 18% | 16% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics
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Details
AUM
₹868 Cr
Expense Ratio
0.43%
Exit Load
N/A
Minimum Amount
₹5000.00
Fund Manager
N/A
Fund House
Edelweiss Asset Management Limited
Launch Date
18 Jan 2019
Age
7 years
Category
Small Cap Fund
Benchmark
NIFTY SMALLCAP 250 TRI
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