Investment type
Edelweiss Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by Edelweiss Mutual Fund. It was launched on 23 Aug 2007, and has been active for over 18 years. As of 30 Jun 2025 the fund manages assets worth ₹4,930 Crores. The expense ratio is 0.42%.
This fund generated returns of 0.55% in the last 1 year. Since its inception, it has provided an average annual return of 27.43%.
The fund's investments are mainly concentrated in sectors like Banks, Industrial Products, Consumer Durables, Pharmaceuticals & Biotech and Chemicals & Petrochemical.
The top five holdings in this fund include prominent companies such as City Union Bank, Multi Comm. Exc., Karur Vysya Bank, Radico Khaitan and Uno Minda.
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. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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