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.
Review
Provides average results with good recent performance though long-term data is limited.
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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Track Record
Recent Performance
+50%
+30%
+10%
-10%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Mar '20
Jun '22
Mar '24
Index
Fund
During big market falls, your fund falls less than the market.
Recovery time after falls
13 months
Fund
|
15 months
Index
Average time taken to recover after a major fall
Fastest recovery
2 mth|2 mth
Slowest recovery
23 mth|27 mth
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
FAQs
Is Edelweiss Small Cap Fund a good mutual fund?
Edelweiss Small Cap Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 23%
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Average
Compared with other funds in the Small Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 7+ years.
Should I invest in Edelweiss Small Cap Fund?
If you're looking for a Small Cap Fund fund, Edelweiss Small Cap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
Is Edelweiss Small Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Edelweiss Small Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Edelweiss Small Cap Fund?
Yes.
Like all equity mutual funds, Edelweiss Small Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 7+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Edelweiss Small Cap Fund?
Historically, investors holding Edelweiss Small Cap Fund for 7+ years experienced:
•
Typical returns around 23% p.a.
•
Best represented by recent returns of 22% p.a.
•
Worst historical outcome of 21% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Edelweiss Small Cap Fund?
Edelweiss Small Cap Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 0%
•
Average fall during major market declines: 22%
•
Average recovery time: 13 months
How does Edelweiss Small Cap Fund perform during market crashes?
During major market declines, Edelweiss Small Cap Fund has historically fallen around 22% compared with 28% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Edelweiss Small Cap Fund take to recover after a fall?
Historically, Edelweiss Small Cap Fund has taken around 13 months to recover from major market declines.
The benchmark recovered in approximately 14 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Edelweiss Small Cap Fund?
Edelweiss Small Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 7+ years
•
Are comfortable with High risk
•
Want exposure to Small Cap Fund funds
Who should avoid Edelweiss Small Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 7+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Edelweiss Small Cap Fund suitable for SIP investing?
Edelweiss Small Cap Fund can be suitable for SIP investors with a horizon of at least 7+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Edelweiss Small Cap Fund earns less than a fixed deposit?
Historically, investors holding Edelweiss Small Cap Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Edelweiss Small Cap Fund?
Edelweiss Small Cap Fund has shown Average consistency compared with other funds in its category.
Historically:
•
Top performer: 13%
•
Bottom performer: 0%
Is the extra return from Edelweiss Small Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Edelweiss Small Cap Fund delivered Good risk-adjusted returns compared with similar funds.
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