Overview (as on 30 Jul 2021)

NAV

₹23.043

1y returns

109.14%

Fund AUM

₹956 Cr

Expense Ratio

0.62%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Industrials
29.53%
Basic Materials
18.80%
Tech
14.68%
Financial Services
12.16%
Consumer
11.13%
Health
6.48%
Defensive
4.26%
Real Estate
1.50%
Energy
1.44%
Size Breakup
Mid Cap
51.67%
Small Cap
46.49%
Large Cap
1.84%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The investment objective of the scheme is to generate long term capital  appreciation from  a portfolio that predominantly invests  in equity and  equity related securities of small cap companies.
Scheme Name
Edelweiss Small Cap Fund Direct Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
07 February, 2019
Fund Manager
Harshad Patwardhan
Fund House Details
Fund House
Edelweiss Asset Management Limited
Email
investor.amc@edelcap.com
Phone
+912240979968
Address
Edelweiss House, Off C.S.T. Road, Kalina

Other Related Plans

Peer Funds

Edelweiss Small Cap Fund Direct Growth

NAV

₹23.043

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Harshad Patwardhan
Harshad Patwardhan

leader

Qualifications
B.Tech. (IIT), MBA (IIM) and a CFA qualification
Work Experience
"Mr. Harshad is currently Chief Investment Officer - Equity for Edelwiess Asset Management. He has over 23 years of experience in the investment management function. Prior to joining Edelweiss, he was associated with JPMorgan Asset Management India Private Limited as CIO-Equities. He also worked for two years with Deutsche Equities India Private Limited as a senior research analyst. Mr. Harshad has a B.Tech (IIT), MBA (IIM) and a is a CFA Charterholder."

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