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Edelweiss Small Cap Fund - Regular Plan - IDCW Option

Edelweiss · Small Cap
Very High
₹39.97
Current NAV
25 Jun 2026
25.1%
1Y Return
12.1%
3Y CAGR
24.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.51).
  • Very large asset base (AUM: ₹24,060 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
1.51
Sharpe Ratio
0.81
Beta
-0.99
Alpha
1.83
Sortino
Fund Details
Fund House Edelweiss
Category Small Cap
AUM ₹24060 Cr
Expense Ratio 1.21%
Min SIP ₹500
Min Lumpsum ₹1000
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