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Edelweiss Small Cap Fund - Direct Plan - Growth

Edelweiss · Small Cap
Very High
₹51.51
Current NAV
25 Jun 2026
33.2%
1Y Return
30.2%
3Y CAGR
17.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.12%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.82).
  • Very large asset base (AUM: ₹12,870 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.82
Sharpe Ratio
1.02
Beta
4.82
Alpha
0.92
Sortino
Fund Details
Fund House Edelweiss
Category Small Cap
AUM ₹12870 Cr
Expense Ratio 0.12%
Min SIP ₹500
Min Lumpsum ₹1000
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