Edelweiss Small Cap Fund Direct Transfer of Income Distribution cum capital withdrawal plan is an equity fund. This fund was started on 7 February, 2019. The fund is managed by . The fund could potentially beat inflation in the long-run.
Expense ratio | 0.41% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹3135 Cr |
Inception Date | 7 February, 2019 |
Min Lumpsum/SIP | --/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 18.31% |
Size breakup
Edelweiss Small Cap Fund Direct Transfer of Income Distribution cum capital withdrawal plan | Absolute Returns | CAGR Returns |
1 Month Returns | 5.56% | 5.56% |
6 Month Returns | 17.1% | 17.1% |
1 Year Returns | 51.67% | 51.67% |
3 Years Returns | 128.22% | 31.66% |
5 Years Returns | 271.03% | 29.98% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Edelweiss Small Cap Fund Direct Transfer of Income Distribution cum capital withdrawal plan | 0.53 | 4.88 | 7.27 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Edelweiss Small Cap Fund Direct Transfer of Income Distribution cum capital withdrawal plan | 0.78 | 0.77 | 0.82 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Edelweiss Small Cap Fund Direct Transfer of Income Distribution cum capital withdrawal plan | 2.82 | 1.47 | 1.05 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Edelweiss Small Cap Fund Direct Transfer of Income Distribution cum capital withdrawal plan | 12.57 | 14.59 | 21.72 |